We give investment advice that's in your best interest.

Coast Capital is member-owned and that means we’re accountable to you – not shareholders. It’s why our investment advice is honest, realistic and personalized based on your unique goals. Simply put, your success is our only priority.


Whether you are just starting on your savings journey or are a seasoned investor, we’re here to empower you to feel confident in achieving what’s important in your life.

Talk to us today.

Our Investment Team works in your best interest to help you get the most out of your hard-earned savings.

Book your complimentary one-hour appointment.

Investment Planning
Investment Planning
Whether you're just getting started or have a bit more saved, our Investment Team will take the time to understand your unique goals to make sure your money is working as hard as possible.
Saving for Retirement
Saving for Retirement

To reach your retirement goals faster, meet with us to optimize your TFSA, RRSP and mutual fund options and have a plan to retire the way you want to.

Saving for an Education
Saving for an Education
It's never too late to start saving for 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.
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.
Meet with our Investment Team to plan for your goals at every stage of your life.

Like what you see? Here's more.

MONEY HELP
The value of a Financial Planner.
It's never too late to get a handle on your money, and you don't have to do it alone. Read on to learn how a Financial Planner can help you.
MONEY HELP
RRSP vs TFSA. Which is better for you?
What's really better for our savings goals, an RRSP or a TFSA? With tax season on the horizon, we break down what to choose, and when.
GROW YOUR MONEY
How to automate saving
Automated saving isn’t a robot who comes every two weeks to snag a $20 out of your wallet. Read how to set yourself up for saving success.
Talk to us today.

Our Investment Team works in your best interest to help you get the most out of your hard-earned savings.

Book your complimentary one-hour appointment.