Business members get all the investment options they need.

No matter what stage of investing your business is at, our accredited Investment Team can help. Whether you’re just getting started, a seasoned investor or somewhere in the middle, we’ll determine the right investment solutions for you and your business.

Our Investment Team can also help with:

  • Tax Planning
  • Investment Planning
  • Group Benefits
  • Retirement planning

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

Our family of mutual funds gives you more of what you want: conservative management, simplicity and affordability.

  • Lower management expense ratio fees
  • Conservative fund management
  • Simple and flexible to fit your investment goals, life-stage and risk tolerance
  • Start with a $50 monthly contribution or a minimum investment of $1,000
  • Broad selection of investment choices
  • Available in Non-registered and Registered Account such as an RRSP, RRIF, RESP or TFSA
Read the not-so-fine print


The Low-fee, More-for-me Mutual Funds® are managed by SEI Investments Canada Company. Worldsource Financial Management provides mutual funds and services. 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 Fund Facts carefully before investing.

Need a hand?
Need a hand?
Our experienced Investment Team can help to plan right solutions for your financial goals.
Financial planner

Meet Ben Behseta, CFP.

He's just one of our Certified Financial Planners® available to help you reach your financial goals. Our Financial Planners can develop financial solutions to help ensure you save for the future while living well today, whether you're planning your retirement, your child's education, or looking for ways to protect your family or business from the unexpected.

Our Investment Team is here to help:

  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm
  • Financial Planners available at all our branch locations

Additional services available with any business account.

Deposit at thousands of ATMs
Canadian coin, cash, and cheques are instantly credited to your account 24/7 at any of our branches. Envelope deposits can be made at any ATM on THE EXCHANGE® Network.
Business Overdraft Protection
Cover off your businesses' chequing account between deposits with overdraft protection. You'll only get charged interest if you use it.
Coast Online® Banking for Small Business
Pay bills, make transfers or check and manage accounts anytime, anywhere. You can view both personal and business accounts in the same log in and more helpful features. 
Pay Business Taxes
With this convenient and cost-effective cash management online service, you can automatically deliver or receive payments to and from accounts held at other financial institutions.
Deposit On-the-go
Use your Coast Mobile® App to make deposits by simply snapping a photo of a cheque.
INTERAC® e-Transfer
Send or receive money to and from other financial institutions within Canada. All you need to send money is the recipient's mobile phone number or email address.

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Let's give credit to small business credit.
Guest blogger Kirk Croswell covers some key considerations when using credit for your small business.
What's your plan to grow your business?
As a business grows, it will experience new and unique needs, challenges and responsibilities. We break down how to grow your business as you scale up.
Want some help?
Our accredited Investment Team can help you figure out the best financial plan for your goals.
Call us at 1.855.350.7775 Mon-Fri, 8am-5:30pm

CDIC Deposit ProtectionCDIC Deposit Protection

Coast Capital Savings Federal Credit Union is a member of the CDIC.

Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd. provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Only deposits held in Canadian currency, having a term of five years or less and payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

Coast Capital Savings Federal Credit Union is a member of the CDIC. For information on changes to deposit insurance and the transition period, see our Statement of Transitional Coverage