Talk to the smartest team in the business.

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.
Call us at 1-888-517-7000
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

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.

The Low-fee, More-for-me Mutual Funds.

Rates

Prime Rate
Effective September 09, 2010
 
Prime Rate 3.000%
Foreign Exchange
Effective April 23, 2014
 
US Dollar Buy 1.1290
US Dollar Sell 1.0790
UK Pound Buy 1.9420
UK Pound Sell 1.8020
Euro Buy 1.6043
Euro Sell 1.4487
Mortgages
Effective April 02, 2014
Mortgage rate and approval based on risk profile. Additional fees may apply.
3-Yr Fixed Closed 3.150%
5-Yr Fixed Closed 3.650%
3-Yr Convertible 2.800%
5-Yr Half & Half Rate 3.300%
Term Deposits
Effective March 05, 2014
 
Better-than-cash™ GIC 1.450%
1-Year 1.550%
15-Month GIC 1.650%
5 year 2.250%
VISA Credit Cards
 
Additional fees may apply.
Low Rate Modulo GOLD 9.9%
Travel Odyssey GOLD 19.4%
RRSP
Effective March 05, 2014
Better-than-cash™ RRSP 1.450%
1 year 1.550%
15-Month 1.650%
5 year 2.250%