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RRSP deadline is March 1.

Keep your future on track with complimentary, expert advice and limited time investment offers.
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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 $1,0001 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 fast, so get ahead of the March 1 deadline by booking a complimentary advice session today.

Get up to $1,0001 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 $1,0001 when you transfer investments into mutual funds with Coast Capital.

New Investment Cash Bonus1
$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
Sustainable Funds Sustainable Funds

MANAGED AND OFFERED BY GUARDIAN CAPITAL LP.2

An opportunity to build your wealth while contributing towards a more sustainable world. The Sustainable Funds assess the environmental, social, and governance (ESG) factors of a company before it is included in a mutual fund. Talk with an advisor today to see how sustainable investing can become part of your plan.

Real answers for your RRSP questions. 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. 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 advice from a real partner.
RRSP deadline is March 1. Book your complimentary advice session today to make the most of your contribution.

Call us at 1.888.517.7745
Mon - Sat, 8am-8pm; Sun, 9am-5:30pm.

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 a wholly-owned subsidiary of Desjardins Group. 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.

  1. Read Investment Bonus Offer terms and conditions here.
  2. Guardian Capital LP is the Manager and Portfolio Manager of the Sustainable Funds.
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.