The right plan starts with the right partner.
We’re proud to partner with leading Canadian Mutual Fund providers to curate portfolios of investment options to support our members’ values, goals, timeframe and tolerance for risk. When identifying partners, we also use our scale as a financial cooperative to negotiate low management expense ratio fees, so that our members get the best value from their investments possible.
What is a Mutual Fund?
Types of Mutual Funds
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.
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.
- 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, and its affiliate, Coast Capital Wealth Management Ltd., provides investment and financial planning services (collectively “Coast Capital”). Worldsource Financial Management Inc. (“Worldsource”) provides advice and service relating to the Sustainable Funds and is a Principal Distributor of the funds. Certain advisors employed by Coast Capital are also registered as dealing representatives of Worldsource and act as agent in the distribution of mutual funds securities. Worldsource pays commissions generated from the sale of the Sustainable Funds to Coast Capital, which in turn pays compensation to the applicable advisor. Guardian Capital LP (“GCLP”) is the Manager and Portfolio Manager of the Sustainable Funds, and has entered into a corporate strategic alliance agreement with Coast Capital, pursuant to which Coast Capital may receive payments directly from GCLP. GCLP and Worldsource are affiliates as each are subsidiaries of Guardian Capital Group Limited (“GCGL”), a publicly traded firm, the shares of which are listed on the Toronto Stock Exchange. For further information on GCGL and its subsidiaries and affiliates, please visit www.guardiancapital.com
- Managed by SEI Investments Canada Company. Worldsource Financial Management provides mutual funds and services. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be related with mutual fund investments. Please read the prospectus carefully before investing.
Responsible investing may incorporate considerations beyond traditional financial information into the investment selection process. This could result in investment performance deviating from other products with comparable objectives or broad market benchmarks. Please review the Fund’s prospectus for details on how the Fund’s investment strategy incorporates responsible investing considerations and the associated risks, and consult your financial professional prior to investing. Guardian Capital LP is a signatory of the UN-supported Principles for Responsible Investment (UN PRI), and our Responsible Investing policies are publicly available on our website at: https://www.guardiancapital.com/investmentsolutions/responsible-investing/
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. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing.