Work with a partner who puts you first

Coast Capital has been member-owned for over 80 years and that means we’re accountable to our members – not shareholders. Our Investment Team works in your best interest to help you get the most out of your hard-earned savings. We’ll partner with you to truly understand your needs, and offer personalized, actionable advice that will ensure you’re on track to meet your goals.

Book your complimentary financial review today

Book an appointment online or call our team at 1.888.517.7000. Our Investment Team is available to meet over the phone or in person.

Why partner with a Coast Capital Financial Advisor?

Results Results
Our advisors have over 80 years of experience helping members make the most of their savings and reach their goals.
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.
Transparency Transparency
We will simplify complicated financial jargon and offer clear advice so you truly understand your finances. 

Expert advice you can trust for any financial goal

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.

Worldsource Financial Management

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management. Worldsource is a leading independent dealer services provider and subsidiary of Guardian Capital, a Canadian publicly-traded investment management company. 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

Worldsource Financial Management

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management. Worldsource is a leading independent dealer services provider and subsidiary of Guardian Capital, a Canadian publicly-traded investment management company. 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

Optimize your investment strategy

GROW YOUR MONEY
Pay Yourself First: the benefits of forced saving
Learn how to inject more certainty into your savings through a technique known as pay yourself first, or a little more dramatically forced savings.

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.
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.
Let’s build the right plan, together

Our team of experts will find the right solutions for you and your goals.
Call us at 1.888.517.7000 Mon-Sat, 8am-8pm; Sun, 9am-5:30pm.

  1. See full terms and conditions for the $1000 offer here.
  2. Minimum $50 contribution for new monthly payments or minimum additional $50 contribution for increase to monthly payments. See full terms and conditions for the $50 PAC offer here.
  3. Interest is calculated daily and paid out monthly. Promotional interest rate available on all balances in a TFSA Savings Account during the period starting on January 4, 2021 at 12:01 AM PST and ending on March 31, 2021 at 11:59 PM PST (the “Promotional Period”). At the end of the Promotional Period, the interest rate will revert to the then current posted rate. Posted rates can be found at coastcapitalsavings.com/rates/personal-and-business. Interest rates are subject to change at Coast Capital’s sole discretion and without prior notice. Interest is calculated daily and paid out monthly. No other savings accounts or investment product are eligible for this promotional rate. Available for new and existing members, and new and existing TFSA contributions. It is the individual’s member’s responsibility to ensure TFSA contributions are within CRA guidelines to avoid penalties for over-contributions.
  4. Interest is calculated daily and paid upon maturity.

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.