We’ll help your investments match your dreams.

Our experienced Investment Team can help plan the right investment solutions for your financial goals.

Every financial goal is different, and there'll never be one cookie cutter path to get to it. We want to help you get there with the perfect combination of investment expertise and the right products for your needs. Now’s the perfect time to meet with Coast Capital’s accredited and trusted Investment Team – from now until July 31, you’ll receive $40* just for coming in for a chat. High-five to that! Book your appointment by calling 1.888.517.7000.

Mutual Funds

Our Low-fee, More-for-me Mutual Funds® give you more of what you want: conservative management, simplicity, and affordability. You can say goodbye to high management expense ratio fees.
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Segregated funds

Long-term investments that guarantee 75% to 100% of your original investment, no matter how the markets perform.

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Annuities

A retirement income option that gives you a stream of payments, with just a single investment from either registered or non-registered savings.

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Term Deposits

A suite of shorter-term investment options that gives you the benefit of compound interest, but the flexibility of redeeming your investment after a fixed length of time.

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Other areas we can help you with.

Getting started is easy

Our experienced Investment Team will help you plan the right solutions for your financial goals. 
Don’t be shy.
Step 1

Schedule an appointment.

Give us a call at 1.888.517.7000 (Mon-Sat, 8am-8pm) or fill out this simple form. Or hey, come visit us at a branch near you.

Step 2

We’ll contact you.

Our team will reach out in a couple of days to confirm your appointment.

Step 3

Chat away.

We’ll take the time to understand your situation so we can build the right plans to get you on the way to your goals. It’ll be painless – pinky swear.

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.
Get Started
Find a branch

Important legal disclosure

1. Cirano. The Gamma Factor and the Value of Financial Advice. https://www.cirano.qc.ca/files/publications/2016s-35.pdf

Coast Capital® Savings Credit Union provides service and advice related to deposit, loan and mortgage products. Coast Capital Financial Management Ltd. provides service and advice related to insurance, segregated funds and annuities.Worldsource Financial Management Inc. provides service and advice related to mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation (CDIC) or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.
Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

* To be eligible to receive $40, you must book an appointment with an Investment Team representative and mention this message. A deposit of $40 will be made into your chequing or savings account with Coast Capital Savings. Limit of one per member. Offer expires on August 15, 2018.