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Let's keep your goals on track, together.

Plus, get up to $1,000 when you invest with us1.
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The right plan starts with the right partner.

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.

Book a complimentary advice session today.

Connect with us online or call us at 1.877.517.7844 to book an appointment to review your plan and take advantage of our limited time offers below.

Book Appointment

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 investments into mutual funds with Coast Capital.

Book an appointment
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

Build your savings and get $100.

Set up automatic savings into mutual funds with Coast Capital and get a $100 cash bonus.2

Automatic savings help you build the habit of saving without even thinking about it. Once you set up your automatic savings by creating a pre-authorized credit (PAC), a specific amount of money gets invested into mutual funds or saved in a Coast Capital account automatically and regularly on a schedule that best fits your timelines.

Build your savings and get $100.

Set up automatic savings into mutual funds with Coast Capital and get a $100 cash bonus.2

Automatic savings help you build the habit of saving without even thinking about it. Once you set up your automatic savings by creating a pre-authorized credit (PAC), a specific amount of money gets invested into mutual funds or saved in a Coast Capital account automatically and regularly on a schedule that best fits your timelines.

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.

Book an appointment 
or call us at 1.844.517.7844

Our partners

Worldsource Financial Management
Worldsource Financial Management

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management Inc. Worldsource is a leading independent dealer services provider. Their expertise allows us to provide better products and services, online account access and reporting.

Worldsource View is a tool that allows members to view and monitor investments online, anytime, anywhere, plus the convenience of printing your statements.

Go to Worldsource View
  1. Read Investment Bonus Offer terms and conditions here.
  2. Read Automatic Savings terms and conditions here.

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.