Investing

Coast Capital Investment Management is a trade name of Worldsource Wealth Management Inc., which is a dual-registered dealer as both an investment dealer and a mutual fund dealer and is a member of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO). Mutual funds are offered by mutual fund representatives of Worldsource Wealth Management Inc. Securities brokerage products are offered by investment advisors of Worldsource Wealth Management Inc. Worldsource Wealth Management Inc. is a wholly-owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), part of the Desjardins Group.

Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation or any other government deposit insurer. For funds other than money market funds, unit values change frequently. For money market funds, there can be no assurances that a 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 a fund will be returned to you. Past performance may not be repeated. 


The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make an offer or solicitation. The information is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional.