Pre-authorized Credit and Debit

Little by little adds up 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 Savings account on regular basis. You'll set yourself up for success with regular, automatic contributions to an investment or savings account. Regardless of your financial goal, setting up a regular contribution will add up to a large amount over time.

With a pre-authorized payments you can control:

The date of the transfer
The dollar amount
How often you want it to reoccur
Which account will be credited and debited
Reoccurring member-to-member transfers

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.

Talk to our Investment Team

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.

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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.

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*Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Historical returns are not indicative of future returns. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Example based on $5,000 in a 5-year annualized return for Low-Fee, More-for-Me Income 40/60 fund compared to $5,000 in a 5-Year GIC term as at January 1, 2013. This information is provided for illustrative purposes only and is not meant to provide investment advice. 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.

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.

Pre-authorized Credit and Debit

Little by little adds up over time.

Whatever your savings plan, we can help.

Worldsource Financial Management

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