How to qualify for the $150 cash* offer.
The best way to get closer to your financial goals is to put your money somewhere it could grow. And the only thing better than possibly growing your savings is getting free cash in the process. Complete the below requirements to receive the cash bonus.
Invest in one or more Mutual Funds.
To qualify for the cash bonus, you must invest $10,000 or more in eligible Mutual Funds offered by our wealth advisors. Additional eligibility criteria can be found in our terms and conditions.
Receive the $150 cash* bonus.
Once you meet all our eligible requirements and qualifying criteria, you’ll automatically receive the $150 cash* bonus.
What is a Mutual Fund?
A Mutual Fund is a type of investment where money is collected from various investors and pooled together and reinvested across different types of assets like bonds and stocks. And if you’re new to investing, we understand that can sound intimidating—but the good news is that Mutual Funds are managed for you by our financial professionals. Coast Capital offers different types of Mutual Funds, click here to learn more.
Also, here are a few reasons why Mutual Funds are a great way to grow your money and a preferred way to save for long-term goals like retirement by millions of Canadians.
Mutual Funds are selected and managed by the fund's portfolio manager and researchers to match up to the goals and investment objectives of the mutual fund.
Mutual Funds may invest in a range of investments in terms of country, industry, stocks, and bonds. This structure helps you diversify the assets you are investing in, which is a sound strategy to help manage investment risk.
Mutual funds also offer a high degree of liquidity, which means they can be bought and sold every trading day and your investment is typically not locked in.
Worldsource Financial Management
Mutual Fund dealer service is managed by our trusted partner at Worldsource Financial Management Inc. Worldsource is a leading independent dealer services provider. 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.
* *Read New Investor 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. Mutual fund values change frequently, and past performance may not be repeated. Commissions, trailing commissions, management fees, and expenses may all be related to 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.