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

Work with a partner who puts you first

Coast Capital has been member-owned for over 80 years and that means we’re accountable to our members – not shareholders. Our Investment Team works in your best interest to help you get the most out of your hard-earned savings. We’ll partner with you to truly understand your needs, and offer personalized, actionable advice that will ensure you’re on track to meet your goals.

Book your complimentary financial review today

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 with these limited-time promotions

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

Receive $502 for a limited time when you increase or set up a new pre-authorized contribution to investments.

Terms and conditions apply

Receive $502 for a limited time when you increase or set up a new pre-authorized contribution to investments.

Terms and conditions apply

Expert advice you can trust for any financial goal

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. See full terms and conditions for the $1000 offer here.
  2. Minimum $50 contribution for new monthly payments or minimum additional $50 contribution for increase to monthly payments. See full terms and conditions for the $50 PAC offer here.