Work with a partner who puts you first.

As a financial cooperative, all Coast Capital members are owners. So their success really is our top priority. That’s why for over 80 years, we’ve been a trusted financial partner to our members. Our Investment Team will partner with you to truly understand your needs, and offer personalized, actionable advice that’ll help make sure you’re on track to meet your goals.

Book a financial review today.

Book an appointment online or call our team at 1.888.517.7761. Our Investment Team is available to meet over the phone or in person.

Why partner with a Coast Capital Financial Advisor?

Partnership Partnership
We build relationships with members so we can give meaningful advice customized to their unique goals.
Strategy Strategy
Receive a personalized action plans that outlines clear strategic steps you can take towards living the life you want.
Results Results
Our advisors have over 80 years of experience helping members make the most of their savings and reach their goals.

Real-life financial 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.

Optimize your investment strategy.

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.

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.
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.

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.

CDIC Deposit ProtectionCDIC Deposit Protection

Coast Capital Savings Federal Credit Union is a member of the CDIC.