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Supporting you every step of the way

Move forward with clarity, confidence, and a plan designed to help you make informed financial decisions at every life stage.

  • Understand your complete financial picture
  • Grow your wealth with a tailored strategy
  • Set clear goals and achieve them
  • Stay on track through life's changes
Talk to an advisor

Find an advisor who fits your needs today, 
and supports your goals for tomorrow

Two people shaking hands across a desk beside a laptop during a business meeting.LESS THAN $150K IN ASSETS
Mutual Fund Representative
  • Practical financial advice, tailored to your everyday needs
  • Evaluation of Registered Accounts to grow savings and tax-free income
  • Exploration of Mutual Funds from SEI and Guardian to begin growing your wealth

 

 

 

Book appointment
Financial professional reviewing documents with two clients during an in-person consultation at a meeting table.$150K or more in assets
Financial Planner
  • Comprehensive financial plans on budgeting, retirement, insurance, education funding
  • Licenced Mutual Fund Advisor (CIRO)
  • All Mutual Funds and ETFs

 

 

 

View more details about our financial planner

Find an advisor
Financial advisor meeting with two clients seated together and discussing printed financial documents.$150K or more in assets
Wealth Planner
  • Comprehensive services on financial planning, investments, retirement, tax, estate, legacy planning and more
  • Licensed Investment Advisor (CIRO) 
  • All Mutual Funds, ETFs, Stocks, Bonds, and more

 

 

 

View more details about our wealth planner

Find an advisor

Not near a branch? Call 1.888.517.7745 for advice over the phone

Or book a time that works for you. Financial wellness guidance, mutual fund support and investment advice through Advice Centre.

Contact us

Other ways to invest

Direct Investing with Qtrade

Through Qtrade Direct Investing, you get simple access to research, news, watchlists, and a full range of investments. Enjoy easy fund transfers, advanced charting, real-time quotes, and helpful email alerts.

Apply now
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What are you saving for?

Whether you're saving for the short-term, long-term, or trying to build your success along the way - we can help you get there.

Retirement

Build the retirement income you need with an RRSP. 

Learn more about Retirement
Education

Be ready for future education costs with an RESP.

Learn more about Saving for education
Home

Move closer to homeownership with an FHSA.

Learn more about First Home Savings Account
Large Purchase

Grow your savings tax-free with a TFSA.

Learn more about Tax Free Savings Account

Investment options for every goal

With access to a variety of solutions from trusted industry partners, our advisors can build a personalized plan to help you achieve your goals — from simple saving and investing needs to more complex wealth management strategies.

GICs

Guaranteed Investment Certificates

View GICs
Mutual Funds

Shared investment managed by professionals

View Mutual Funds
ETFs

Exchange-Traded Funds

Sustainable Funds

Build your wealth while meeting sustainability standards

View Sustainable Funds
Securities

Individual assets — often the building blocks of ETFs and Mutual Funds

Registered Savings Accounts

Flexible options to help you grow your money

View Registered Accounts
Real advice from a real financial partner

Book your free advice session with one of our investment advisors today, to start investing in the future you really want.

Call us at 1.888.517.7745
Mon - Sat, 8am-8pm; Sun, 9am-5:30pm.

Book appointment

Worldsource Financial Management Inc.

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
Go to Worldsource Investor Hub

Coast Capital Financial Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides advice and services related to insurance, segregated fund contracts, and annuities in Alberta and British Columbia, and related to segregated fund contracts and annuities in Ontario. 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.



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.