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BONUS OFFER

New Investment Cash Bonus
$50,000 - $100,000 Up to $200
$100,000.01 - $200,000 Up to $400
$200,000.01 - $300,000 Up to $600
$300,000.01 - $400,000 Up to $800
$400,000.01 - $500,000 Up to $1,000
$500,000.01 - or more $1,000

BONUS OFFER

New Investment Cash Bonus
$50,000 - $100,000 Up to $200
$100,000.01 - $200,000 Up to $400
$200,000.01 - $300,000 Up to $600
$300,000.01 - $400,000 Up to $800
$400,000.01 - $500,000 Up to $1,000
$500,000.01 - or more $1,000

Personalized financial planning.
It’s all about you.

Our approach is simple: We provide personalized advice, aligned to our members’ goals and only do what’s in your best interest. We’ve helped thousands of members grow and manage their investments, maximize and protect their savings, and retire comfortably.
Investing your way Investing your way

Whether you're a seasoned investor or just starting out, our experienced Investment Team can help with financial planning and solutions that best meet your
unique needs.

Your business is our business Your business is our business

When you bank with us, you get a dedicated and experienced team member whose business is to know your business. And size doesn't matter to us. Here, we treat all businesses like big business.

We’re here to help We’re here to help
Our experienced Investment Advisors and Certified Financial Planners at Coast Capital Wealth Management can provide you with the strategies and advice to help you achieve what matters to you.

Worldsource Financial Management

Worldsource logo

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 subsidiary of Guardian Capital, a Canadian publicly-traded investment management company. 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.


Ready to invest?
Our Investment Team can help you figure out the best financial plan for your goals.
Call us at 1.888.517.7000 Mon-Fri, 8am-8pm; Sat, 8am-5pm.