Little by little adds up over time.

Regardless of your financial goals, setting up a regular contribution will add up to a larger amount over time. 

Pre-authorized credits (PAC) are a great way to fast-track the growth of your savings. A PAC is a predetermined amount of money that is automatically deposited or transferred into a Coast Capital account regularly.

Set yourself up for success with regular, automatic contributions to your savings account or investments.

Whatever your savings plan, we can help.

A little goes a long way with pre-authorized contributions to your investments. Every minute, day, week or month can be creating wealth for you through compound interest, regardless of how much you put away. Compound interest helps money grow exponentially by letting it continue to earn interest on itself.

And the best part is, your returns grow faster each passing year. If you put away $125 a paycheque into a balanced mutual fund portfolio, it can grow to over $18,000 in just 5 years.*

How does it work for my Worldsource Financial Management investments?
A predetermined amount of money will be debited, bi-weekly or monthly, from your non-registered account, then deposited to your Wealth Management account. 

Whatever your savings plan, we can help.

A little goes a long way with pre-authorized contributions to your investments. Every minute, day, week or month can be creating wealth for you through compound interest, regardless of how much you put away. Compound interest helps money grow exponentially by letting it continue to earn interest on itself.

And the best part is, your returns grow faster each passing year. If you put away $125 a paycheque into a balanced mutual fund portfolio, it can grow to over $18,000 in just 5 years.*

How does it work for my Worldsource Financial Management investments?
A predetermined amount of money will be debited, bi-weekly or monthly, from your non-registered account, then deposited to your Wealth Management account. 

Worldsource Financial Management

Worldsource logo

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.

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How a TFSA can up your investment game

Tax-free savings accounts (or TFSAs) are like rubber bands: they’re super flexible. Make sure you know the different ways to stretch and maximize your TFSA.

Need a hand?
Our experienced Investment Team can help with an investment plan that's right for you.
Give us a shout at 1.888.517.7000 Mon-Sat, 8am-8pm; Sun, 9am-5:30pm.

 Terms and Conditions

*Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Example based on 5-year annualized returns at 5% for Low-Fee, More-for-Me Income 40/60 fund as at January 1, 2013. This information is provided for illustrative purposes only and is not meant to provide investment advice. Bi-weekly pay period used for paycheque calculation. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products.