Investing

Have your cake and eat it too.

Having an investment plan doesn’t mean your life has to be boring. We help you invest without giving up the things you love. So you can still enjoy four-dollar lattes and Charles in Charge re-runs on your plasma TV.

And don’t worry, the size of your account is in no way related to the attention you receive. Here everyone gets preferential treatment. Really.

Saving Without Sacrifice Tax bracket, income splitting, compound interest – investing terms can sound a lot like sports injuries. But it really doesn’t have to be painful. Our friendly Investment Specialists can simplify the process and show you how to get more out of every dollar. So easy, even an injured linebacker can understand.
Term Deposit Products

Most banks reserve their highest term deposit rates for their wealthier customers. But here, you’ll get our best rate no matter how much money you have to invest. All you have to do is show up. You can do that, right?

Not sure which one to choose? Compare our rates or let us help select a term deposit that's right for you.

Tax-Free Savings Accounts

Starting on January 2nd, 2009, you’ll be able to take advantage of the new, government-introduced Tax-Free Savings Account (TFSA).

Mutual Funds and Other Investment Options

Deciding on investment options is no easy task. But our very own Low-fee, More-for-me Mutual Funds make investing simple and affordable. We can also help with other mutual funds and investment options that best suit your needs and lifestyle.

RRSPs

Would you rather contribute to the taxman or to your future? Here’s how an RRSP can help your money stay your money.

Not sure which one to choose? Compare our rates or let us help select a term deposit that's right for you.

Insured Investments

If you want a guaranteed income after you mature your RRSP, an annuity may be a good choice for you.

RESPs Have a kid? Want free money from the government? It sounds too good to be true. But it isn’t. It’s called the Canada Education Savings Grant and it’s included in an RESP.
RRIFs

Congratulations! Your days of working for the man are over and you’re ready to retire. RRIFs help you shelter your nest egg from taxation while providing you with retirement income.

Online Brokerage Mutual funds have fund managers. But, as a control freak, you might want to manage things yourself. For you, we’ve partnered with Qtrade Investor – Canada’s leading online brokerage.
Rates Failed Negotiation 101? So did we. That’s why we have the Haggle-free Guarantee™, which means you get a terrific rate, without all the trying negotiations. And not just on RRSPs, but on all our term deposits and mortgages.

Important legal disclaimer

Disclaimer/Notes

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. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be related with mutual fund investments. Please read the prospectus carefully before investing.