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The RRSP deadline is approaching. Make your contribution by March 2.
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Retire the way you want with the right plan in place

Whether you’re starting fresh or refining a savings plan you already have, we’ll help you build a strategy that ensures your money works as hard as possible. Together, we’ll create a retirement plan designed to help you minimize your debts, maximize your investments, and retire the way you want.

Connect with an advisor

Connecting with an advisor earlier in the year means you’ll be better-placed to make contribution decisions before the deadline.

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Explore some of the most popular RRSP contribution options

Need flexibility while you figure things out?

A High-Interest Savings Account lets you contribute now and decide later, while still earning interest.

Thinking long term?

Meet with an advisor to explore how mutual funds can help grow your retirement savings over time.

Get up to $5,000 when you transfer your investments to Coast Capital1

The only thing better than moving closer to your financial goals is getting free cash to help you along the way. Now, until March 31 2026, you can get up to $5,000 cash when you transfer your investments to Coast Capital.1

Speak with an advisor to learn more.

Book appointment

Get up to $5,000 when you transfer your investments to Coast Capital1

The only thing better than moving closer to your financial goals is getting free cash to help you along the way. Now, until March 31 2026, you can get up to $5,000 cash when you transfer your investments to Coast Capital.1

Speak with an advisor to learn more.

Book appointment

Win a $50,0002 grand prize

We’re rewarding members who take steps towards strong financial habits with automatic entries to win. So you can start 2026 stronger, and potentially $50,0002 richer.

Enter contest

Win a $50,000* grand prize

We’re rewarding members who take steps towards strong financial habits with automatic entries to win. So you can start 2026 stronger, and potentially $50,000* richer.

Enter contest

Making your RRSP contribution online is easy

Make a contribution and get your RRSP tax receipt in 3 simple steps.​

  1. Sign in to digital banking to transfer funds.​
  2. Transfer your contribution to your RRSP Savings Account.​
  3. Confirm amount details and you’re all done! You can get a printed copy of your receipt from any Coast Capital branch, otherwise a copy will be mailed to you at the end of the month.

Please note, the cut off in digital banking is at 8pm on March 2, 2026.

Make a contribution and get your RRSP tax receipt in 4 simple steps.

  1. Sign in to digital banking and select ‘Products & Services’ from the menu and then ‘Open Account’.​
  2. Select ‘See accounts’ under ‘Save or invest in your RRSP’, then ‘Open account’​.
  3. Once its opened, transfer your contribution to your RRSP Savings Account​.
  4. Confirm amount details and you’re all done! You can get a printed copy of your receipt from any Coast Capital branch, otherwise a copy will be mailed to you at the end of the month.

Please note, the cut off in digital banking is at 8pm on March 2, 2026.

Optimize your retirement strategy

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RRSP vs TFSA. Which is better for you?
What's really better for our savings goals, an RRSP or a TFSA? With tax season on the horizon, we break down what to choose, and when.
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Financial literacy: knowing the difference between APR and APY interest rates

Once you understand the difference between the two acronyms, you can improve your money management and financial health. Here’s how APR and APY break down.

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Worldsource Financial Management Inc.

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management Inc. Worldsource is a leading independent dealer services provider. 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.

Go to Worldsource View
Go to Worldsource Investor Hub

1. Read full terms and conditions.

2. The Coast Capital 2025 $50,000 Contest (the “Contest”) begins on October 1, 2025 at 9:00 a.m. (Pacific Time) and ends on January 31, 2026, at 11:59 p.m. (Pacific Time). There are four (4) prizes: three (3) $5,000 CAD cash (the “Prize”) and one (1) $50,000 CAD cash (the “Grand Prize”). Eligible appointments must be booked and attended in accordance to the Contest Rules. The Contest is only open to legal residents of Canada outside Quebec who are Coast Capital members in good standing and have reached the age of 19 as of the date of their participation. Current employees, directors, and officers of Coast Capital and its affiliates and each of their immediate family members (defined as a spouse, parent, child, sibling, and their respective spouses) are not eligible to enter this Contest. The odds of winning depend on the number of eligible entries received before the Contest closes. For more options to enter the Contest, see full rules and entry details.