The right plan starts with the right partner.

Talk with our Investment Team today, and get advice you can trust.

Work with a partner that actually cares.

As a financial cooperative all our members are owners. That means we're with you every step of the way because your success is our success. For over 80 years our Investment Team has been a trusted partner to our members, taking the time to truly understand what matters to you and providing actionable advice that has your money working as hard as you do.

Book a financial review today.

Your success really is our top priority. Connect with our Investment Team today by booking your complimentary appointment online or calling us at 1.888.517.7000.

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Real Partnership

As a member-owned financial cooperative for over 80 years, if it matters to you it matters to us. We work hard to understand members personally, so we can help you build a plan to live the real life you want.

Real Advice

Our members are our shareholders, so your success is our success. Our focus is to educate and guide you to the right financial solutions with clear, simple and personalized advice that you can feel confident about.

Real Impact

As a Certified B Corp we want a more sustainable world for all. That’s why we reinvest 10% of our profits to unlocking financial opportunities for our members, employees and communities to build better futures.

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

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

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

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

GROW YOUR MONEY

Pay Yourself First: the benefits of automatic savings.

Learn how to inject more certainty into your savings through a technique known as pay yourself first, or a little more dramatically automatic savings.

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GROW YOUR MONEY

How Financial Planners can optimize your savings strategy

Learn about all the parts of a comprehensive financial plan and how valuable it is to have a financial planner to help you navigate through it all.

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GROW YOUR MONEY

Top 4 reasons you need a financial plan

A financial plan is an important tool for anyone who wants to manage their money effectively, whatever their income or net worth. Learn how it can help you.

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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.

The right plan starts with the right partner.

Work with a partner that actually cares.

Why invest with Coast Capital?

Real-life financial advice to help you get ahead.

Let’s build the right plan, together.

Optimize your investment strategy.