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Wealth solutions for business owners

Our team is armed with a range of tools and investment solutions to make sure your money is working as hard as possible to meet your short and long-term goals with investment growth, money management and legacy planning.

Wealth management expertise you can rely on

With our team of Certified Financial Planners we can help manage, grow, and protect your wealth through personalized plans and expert advice.

Investment solutions

Your Financial Planner will customize your portfolio based on your specific objectives, risk profile, and preferences. Our team has access to a wide range of professionally-managed investment solutions such as mutual funds, ETFs, individual securities, and separately managed accounts that can be tailored to you.

Here's how we can help

Using an expert-led approach and a range of personalized solutions, our Financial Planners can manage, grow and protect your wealth for long-term success.

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Investment and growth

By building an investment strategy based on the goals and future needs of you and your business, we'll help make your money work for you and maximize your potential for growth.

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Business succession planning

We’ll help you prepare and execute the most effective transition strategies that best align to your financial and retirement goals.

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Savings and money management

We'll work with you to create personalized money management strategies to help manage your cash flows and savings to meet both short and long-term financial goals.

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Legacy planning and protecting wealth

With effective legacy planning, we can ensure your assets are distributed the way you want while also maximizing value and minimizing taxes.

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Our partners

Worldsource Financial Management

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management. Worldsource is a leading independent dealer services provider and a wholly-owned subsidiary of Desjardins Group. Their expertise allows us to provide better products and services, online account access and reporting.

Worldsource View is a tool that allows members to view and monitor investments online, anytime, anywhere, plus the convenience of printing your statements.

Qtrade Direct Investing

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We partner with Qtrade Investor, Canada's leading independent online brokerage to offer quick and easy access to a wealth of investing resources such as research, news, portfolio watch lists and more. Members also get a full range of investments including stocks, options, and fixed income securities.

With Qtrade Investor, you also get easy fund transfers to and from your chequing account, advanced charting, and free real time quotes and email alerts.

Join Coast Capital to help your business get ahead

Tailored financial advice when you need it

Our dedicated business advisors are an extension of your team, with complimentary financial advice specific to you and your goals.

Affordable banking and financing solutions

From chequing to financing, manage your business at any stage with ease and no hidden fees.

Award-winning digital
banking

Save time on day-to-day banking with the convenience of Coast Online and Mobile Banking.

Explore solutions for every stage of your business

Starting a business
Launch your business with the right financial advice and banking solutions to help set you up for future success.
Building a business
Take your business to the next level with the help of expert advice and solutions to support business growth.
Managing a business
We have the advice and solutions to help you balance your current day-to-day operations with future planning.
Transitioning a business
Whether you’re looking to sell or wind-down your business, understand the key things you should know before a major transition.
Connect with a Financial Planner today

We can help find the investment solutions that work for you.

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.

Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.