Helpful Financial Advice
Don’t know managed portfolios from segregated funds? Congratulations, you’re normal. We know financial jargon can be confusing – that’s why we don’t use it. Whether you’re a hardcore investor or just getting started, you get the same friendly, down-to-earth financial advice. Plus, it’s free.
And not just from one person. Our entire Investment Services team can help you, because they’re all up to speed on your financial goals. Which makes it easy to get a second opinion, or even a 17th opinion. And did we mention our financial advice is free?
Ready to get started?Contact us and we’ll introduce you to our Investment Services team.
Mon-Sat, 8am-8pm, or visit a
Coast Capital Savings branch.
How we can help
|Retirement Planning||It is 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 RRSPs or RRIFs in an investment plan that is custom fit to meet your personal objectives. We know, we know, the sooner the better. Right?|
|Estate planning||All good things come to an end. Even you. 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.|
|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. Just in case you meet a pack of wolves while bringing home the bacon.|
|Life stages||Changing careers, getting married, buying a new house, 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.|
Important legal disclaimer
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 life 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 specific simplified prospectus 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.