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
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.
Business succession planning
We’ll help you prepare and execute the most effective transition strategies that best align to your financial and retirement goals.
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.
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.
Our partners
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
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
Our dedicated business advisors are an extension of your team, with complimentary financial advice specific to you and your goals.
From chequing to financing, manage your business at any stage with ease and no hidden fees.
banking
Save time on day-to-day banking with the convenience of Coast Online and Mobile Banking.