Mutual Fund Tax-Free Savings Accounts
Mutual funds play an important role in a well diversified investment portfolio. As pools of professionally managed investments, they offer the potential for greater returns than traditional fixed term deposits, and are one of the best solutions to get your portfolio growing faster. While mutual fund investments are not guaranteed, there are many different funds available with varying degrees of risk and potential for high returns.
Key featuresNot locked in, you can buy or sell mutual funds at any time
Minimum deposits of $500 or less
For helpful financial advice, visit a location near you or call us at 1-888-517-7000.
Prefer to speak with us? Call us at 1-888-517-7000, Mon-Sat 8am-8pm or visit a branch near you.
With literally thousands of mutual funds available, choosing the right ones to invest in can be confusing and time consuming. We can help. Coast Capital Savings offers a full range of mutual funds, including industry leaders such as CI, Mackenzie, AIM Trimark, Franklin Templeton, AGF, and Dynamic.
- You can set up regular automatic deposits as low as $50 a month
This is the most helpful product for you if
- you have 5 to 10 years to build your investments.
- you are looking for alternative investments with the potential for higher returns.
Mutual funds provided by
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.