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

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
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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
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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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Long Term Care Insurance

Long term care insurance provides money when you need it so you can choose the quality of care you need, whether at home or in a facility.

  • 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, as well as your income
Talk to us about Long Term Care Insurance Read the not-so-fine print

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
 

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. Give them a shout at 1.888.517.7000 Mon-Sat, 8am-8pm; Sun, 9am-5:30pm.

Talk to the Mobile Insurance Team

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.