Get up to $1,000 when you
invest with Coast Capital.*

*Conditions apply

Retiring the way you want shouldn’t be a dream.

We want you to feel confident that you’re on the right path to achieving what matters most to you. That’s why when we review your portfolio at Coast Capital, we look at all your investments—even ones from other financial institutions. Because you deserve more than just an advisor. You deserve a financial partner who understands your goals personally and works with you every step of the way to help you create the real life you want.

Take advantage of our limited-time offer today.

You can get up to $1,000 when you transfer investments into mutual funds with Coast Capital1.

Book an appointment online or call our team at 1.844.517.7761. Our Investment Team is available to meet over the phone or in person.

Make more when you save more.

Get a cash bonus of up to $1,000.

For a limited time, get up to $1,0001 when you transfer new investments into mutual funds with Coast Capital.

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

Real-life advice to help you get ahead.

Investment Planning
Investment Planning
Whether you're just starting or have money saved, our Investment Team will take the time to understand your unique goals and ensure your money is working as hard as possible. Learn more

Saving for Retirement
Saving for Retirement

To reach your retirement goals faster, meet with us to optimize your TFSA, RRSP and mutual fund options. We’ll help you build a plan to retire the way you want to. Learn more

Saving for an Education
Saving for an Education
It's never too late to start saving for your or a child's post-secondary education. To save more effectively, meet with our Investment Team to build a plan and understand the savings products available to you. Learn more
Wealth Management
Wealth Management
Our Certified Financial Planners® create strategies for every aspect of your financial life including will and estate, income, retirement, and tax planning. It’s all about you, and your unique goals and needs. Learn more

Let’s build the right plan, together.

Our team of experts will find the right solutions for you and your goals.


  1. Read Investment Bonus Offer terms and conditions here.