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.
Why invest with Coast Capital?
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.
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.
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.
Real-life financial advice to help you get ahead.
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
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.
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.