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.

Other areas we can help you with.

  • Tax Planning
  • Life Stages and Careers

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 accredited 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.

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 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. Only deposits held in Canadian currency, having a term of five years or less and payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

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