Financial Planning

Members get friendly help with personal financial planning.

Financial planning can happen at any stage of your life. Whether you're just getting started, have a bit more to save, or getting ready for retirement, our team of over 80 accredited advisors are here to help with personalized investment advice including how to protect your investments with life insurance. We can also help with estate, tax, investment planning as well as strategies for saving for education.

It's all about you, and your unique goals and needs. That's why our team is armed with a range of tools and investment solutions to make sure your money is working as hard as possible to meet your short and long-term goals.

Our Investment Team can help with:


All the credentials, friendlier approach.

Our team has a lot of credentials. Those fancy acronyms that follow their titles are proof that you have the best of the best, trained and educated professionals providing you with the financial advice you need. And they'll do it in a way that makes financial planning simple to understand so you know exactly how you can achieve your financial goals.

Our experienced team will work with you to understand your situation, needs and goals so that they can develop a personalized financial strategy and investment portfolio for you.

Meet Ben Behseta, CFP.

He's just one of our Certified Financial Planners® available to help you reach your financial goals. Our Financial Planners can develop financial solutions to help ensure you save for the future while living well today, whether you're planning your retirement, your child's education, or looking for ways to protect your family or business from the unexpected.

Our Investment Team is here to help:

  • Insurance Advisors can come to you at a time convenient for you. They can also help with Life, Critical and Disability Insurance and Segregated Funds
  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm
  • Financial Planners available at all our branch locations
Financial planner

Ways we can help.


It's never too early or too late to plan for your retirement. Whether you are retiring next year or decades from now, we can help with an investment plan that is custom fit to meet your personal objectives. This includes using RRSP, RRIF and TSFA accounts as part of your plan.

Life Insurance

For many of us, personal goals are focused on providing for our loved ones. That's why insurance is an important part of a complete financial guide.

Estate Planning

Estate planning ensures that your assets go exactly where you want. And that they retain as much value as possible.

Tax Planning

Tax planning isn't just for the fabulously wealthy. It works for any tax bracket. And it can help you hang on to a lot more of your hard-earned cash.

Income Planning

Based on your required needs and frequency, we can structure your investments to provide regular income. You'll pay less tax on income received from this type of investment, than standard interest earning savings accounts or term deposits.

Life Stages and Changes

Changing careers, getting married, buying a new house, funding your child's education, going through a mid-life crisis — there are numerous intersections in your life where you may need to re-assess your financial plan. We're here to help.

Our partners.

Worldsource Financial Management

Worldsource logo

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management. Worldsource is a leading independent dealer services provider and subsidiary of Guardian Capital, a Canadian publicly-traded investment management company. Their expertise allows us to provide better products and services, online account access and reporting.

Worldsource View is a tool that allows members to view and monitor investments online, anytime, anywhere, plus the convenience of printing your statements.

Go to Worldsource View

Qtrade Investor

Qtrade logo

We partner with Qtrade Investor, Canada's leading independent online brokerage to offer quick and easy access to a wealth of investing resources such as research, news, portfolio watch lists and more. Members also get a full range of investments including stocks, options, and fixed income securities.

With Qtrade Investor, you also get easy fund transfers to and from your chequing account, advanced charting, and free real time quotes and email alerts.

Register for Qtrade Investor

Ready to invest?

Our accredited Investment Team can help you figure out the best financial plan for your goals.
Call us at 1.888.517.7000 Mon-Sat, 8am-8pm.

Talk to our Investment Team Find a branch

Important legal disclosure

Coast Capital® Savings Credit Union provides service and advice related to deposit, loan and mortgage products. Coast Capital Financial Management Ltd. provides service and advice related to insurance, segregated funds and annuities.Worldsource Financial Management Inc. provides service and advice related to mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation (CDIC) or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.

Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.