Keep your future on track with advice you can trust.

Book your complimentary advice sessions before December 31, 2022 to win one of four $1,500 cash prizes.1
Real advice from a real partner. Real advice from a real partner.

Our advisors can review investments you have in place already, even ones from other institutions, to help you make the most of your RRSP contributions.

Take advantage of limited time offers. Take advantage of limited time offers.

For a limited time, get up to $1,0002 when you transfer your investments into mutual funds with Coast Capital. See offer details below.

Book your advice session now. Book your advice session now.

Appointments fill up quickly so get ahead of the busy holiday season by booking a complimentary advice session by December 31, 2022 to win one of four $1,500 cash prizes.1

Get up to $1,0002 and expert advice.
when you invest with us.

We understand that inflation and rising interest rates are making it harder to save for the future. But with the right financial advice, we can help you find a way. Whether you're just getting started, or you're already growing your nest egg, our Investment Team will review your portfolio and make sure your money is working as hard as possible to help meet your goals.

Plus, for a limited time, get up to $1,0002 when you transfer investments into mutual funds with Coast Capital.

New Investment Cash Bonus
$50,000 - $100,000 Up to $200
$100,000.01 - $200,000 Up to $400
$200,000.01 - $300,000 Up to $600
$300,000.01 - $400,000 Up to $800
$400,000.01 - $500,000 Up to $1,000
$500,000.01 or more $1,000

Real answers for your RRSP questions.
All in one place.

Looking to find out more about how you can get the most out of your RRSP? You’ve come to the right place. We offer a wide range of easy-to-digest articles that will show you how to use this unique, tax-sheltered, and versatile account to achieve your financial goals for the future. Whether you’re using your RRSP to finance the down payment on your first home, pay for your ongoing education and upskilling, or saving for your retirement, our articles will help you stay informed

Real answers for your RRSP questions.
All in one place.

Looking to find out more about how you can get the most out of your RRSP? You’ve come to the right place. We offer a wide range of easy-to-digest articles that will show you how to use this unique, tax-sheltered, and versatile account to achieve your financial goals for the future. Whether you’re using your RRSP to finance the down payment on your first home, pay for your ongoing education and upskilling, or saving for your retirement, our articles will help you stay informed

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.


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.


Real advice from a real partner.
Book a complimentary advice session before December 31, 2022 and get entered to win one of four $1,500 cash prizes.1

Call us at 1.888.517.7745
Mon - Sat, 8am-8pm; Sun, 9am-5:30pm.
  1. Read Fall Booking contest terms and conditions here.
  2. Read Investment Bonus Offer terms and conditions here.
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.