The right plan starts with the right partner.
Talk with our Investment Team today, and get advice you can trust.
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.
Why partner with a Coast Capital Financial Advisor?
Real-life financial advice to help you get ahead.
Optimize your investment strategy.
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.