INVESTMENTS

Life Insurance

Members get friendly help planning for the unexpected.

Insurance helps you take care of you and your loved ones by providing cash flow for them in the unfortunate event something happens to you. Insurance gives security to you and the people you care about.

Our Mobile Insurance Team will take the time to understand your situation and will provide solutions that meet your specific needs, goals and budget. They’ll tap into a wide network of reputable insurance providers to shop the best possible products and rates on your behalf. And, they’ll even come to where you are. Because, well, they're mobile.

Our Mobile Insurance Team can also help with:

  • Life insurance
  • Estate planning
  • Tax planning
  • Segregated funds
  • Annuities
  • Insurance strategies for business owners
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We’ll ensure you have the right insurance.

It’s not a one-size-fits-all when it comes to insurance coverage and you may not have the coverage you do or more importantly, the coverage you need. It may not seem like a priority because nobody really needs insurance. Until you do.

Our certified Mobile Insurance Team will take the time to understand your situation and will provide a custom plan that meets your specific needs, goals, and budget. They’ll tap into a wide network of reputable insurance providers to shop the best possible products on your behalf. Plus, they’re equipped with the credentials to ensure that all i’s are dotted and t’s are crossed before they walk out the door. Your door, of course. Because they’re mobile.

Life Insurance

Protect your family and your money with life insurance. We'll help ensure your hard-earned savings goes to your family and loved-ones, not the taxman.

  • We'll design solutions based on your budget and individual needs
  • We'll shop and compare with multiple top insurers to make sure the solution is right for you
  • This coverage provides a tax-free cash benefit to your beneficiaries
  • We'll help review your current work coverage, if any, to ensure coverage meets your needs
Talk to us about Life Insurance
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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.

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Critical Illness Insurance

Protect yourself from the loss of income and high expenses that come with a critical illness.

  • We'll design solutions based on your budget and individual needs
  • We'll shop and compare with multiple top insurers to make sure the solution is right for you
  • This coverage protects your long-term savings such as investments in RRSPs, RESPs and TFSAs
  • This coverage provides a lump-sum benefit to help support you financially
Talk to us about Critical Illness Insurance
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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.

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Disability Insurance

Protect yourself from being out of income if you're unexpectedly out of commission for a while.

  • We'll design solutions based on your budget and individual needs
  • We'll shop and compare with multiple top insurers to make sure the solution is right for you
  • This coverage replaces a portion of your earnings in event of you become disabled and are unable to work or earn an income
Talk to us about Disability Insurance
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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.

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Group Benefits and RRSP

Protect the health and long-term security of your employees and their families with customized group benefits and RRSP solutions.

  • We'll provide custom solutions for businesses with three or more employees, based on your budget and needs
  • We'll build these solutions right into your budget, so you wonât have to sweat about crunching numbers
  • Benefits and RRSPS will help attract and retain those well-trained employees
Talk to us about Group Benefits and RRSP
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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.

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Let's chat.
Our Mobile Insurance Team can help plan the right insurance solutions.
Talk to our Mobile Insurance Team
Financial planner

Meet Brett Romano, CFP.

He's just one of our Mobile Insurance & Investment Specialists dedicated to finding ways to protect you from the unexpected that could put you at financial risk. He's part of our Investment Team that's available to help you reach your financial goals. He'll develop financial solutions to help ensure you save for the future while living well today – whether you’re sorting out the details of your estate or looking for ways to protect your family or business from the unexpected.

Our Mobile Insurance Team is here to help:

  • Insurance Specialists can come to you at a time convenient for you
  • They can also help with Life, Critical Illness and Disability Insurance and Business Health Insurance
  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm

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Want to learn more?

Our Mobile Insurance Team are pros at determining the coverage you need for yourself and your business.
And, they can meet wherever works for you. Just give them a shout.
Talk to the Mobile Insurance Team
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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.

For information on changes to deposit insurance and the transition period if we become a federal credit union, see the notice pursuant to the Disclosure on Continuance Regulations (Federal Credit Unions).

For information on changes to deposit insurance and the transition period if we become a federal credit union, see the notice pursuant to the Disclosure on Continuance Regulations (Federal Credit Unions).

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