Make expensive tuition affordable

It's never too late to start saving for post-secondary education—whether that’s for you or someone you love. We’ll help you save with an effective investment strategy, tools like our Education Savings Calculator, and government incentives such as Canada Education Savings Grants or the BC Training and Education Savings Grant.

Together, let’s build an affordable savings strategy and optimize the return on the money you put away.

Talk to us today

Our Investment Team works in your best interest to help you get the most out of your hard-earned savings.

Book your complimentary appointment.



Why partner with a Coast Capital Financial Advisor?

Results Results
Our advisors have over 80 years of experience helping members make the most of their savings and reach their goals.
Partnership Partnership
We build relationships with members so we can give meaningful advice customized to their unique goals.
Strategy Strategy
Receive a personalized action plans that outlines clear strategic steps you can take towards living the life you want.
Transparency Transparency
We will simplify complicated financial jargon and offer clear advice so you truly understand your finances. 
Registered Education Savings Plan (RESP)
Save for your child's education without paying taxes on the interest earned as you grow your investments within an RESP.

  • Contribute to a lifetime maximum of $50,000
  • Anyone can contribute to the RESP, not just the parents of the child
  • Take advantage of the Canada Education Savings Grant and the BC Training and Education Savings Grant
  • Multiple investment products such as Term Deposits and Mutual Funds available within an RESP account
  • Up to $8,400 in government grants are available
Tax-Free Savings Account (TFSA)
If you're over the age of 19 avoid paying tax on the income or growth you make on your investment, even when it's withdrawn.

  • No maximum age limit to open or hold a TFSA
  • No deadline for your contributions
  • Unused TFSA contribution room can be carried forward to future years
  • Investment income earned in a TFSA plan, including capital gains, will not be taxed, even when withdrawn
  • Multiple investment products such as term deposits and mutual funds available within a TFSA
Coast Capital® Mutual Funds
Our family of mutual funds gives you more of what you want. Enjoy conservative management, simplicity and affordability.

  • Lower management expense ratio fees
  • Conservative fund management
  • Simple and flexible to fit your investment goals, life-stage and risk tolerance
  • Start with a $50 monthly contribution or a minimum investment of $1,000
  • Broad selection of investment choices
  • Available in Non-registered and Registered Account such as an RRSP, RRIF, RESP or TFSA
Safe Bet, No Sweat® Market-Linked Term Deposit
Tap into the stock market with this term deposit/GIC where the return is based on the performance of an underlying market index¹.

  • 1, 3 or 5 year term available
  • Potential to earn higher returns linked to stock market performance
  • Principal investment protected
  • Interest is compounded annually and paid at maturity
  • Only $500 to get started
  • No commissions or management fees
  • Choose from a globally diversified or Canadian financial services term deposit
  • Available in Non-registered and Registered Account such as an RRSP or TFSA
  • View current and past offers

Education Savings Calculator

Looking to start saving for your greatest investment—your child’s future? Our Registered Education Savings Plan Calculator will help determine the cost of a post-secondary education. It’ll map out the savings required – through your individual contributions as well as government grants - to meet your financial target.

Education Savings Calculator

Looking to start saving for your greatest investment—your child’s future? Our Registered Education Savings Plan Calculator will help determine the cost of a post-secondary education. It’ll map out the savings required – through your individual contributions as well as government grants - to meet your financial target.

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.

Go to Worldsource View

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.

Go to Worldsource View

Optimize your investment strategy

MANAGING YOUR MONEY
Your child could be eligible for more than $10,000 in RESP grants
It turns out 74% of parents feel stressed about the cost of their children’s post-secondary education. Luckily, RESP grants can help you stress less.
GROW YOUR MONEY
Pay Yourself First: the benefits of forced saving
Learn how to inject more certainty into your savings through a technique known as pay yourself first, or a little more dramatically forced savings.
MONEY HELP
RESPecting your kids: How to save for their education
If you’re a parent, you want the best for your kids – including a good education.
Let’s build the right plan, together

Our team of experts will find the right solutions for you and your goals.
Call us at 1.888.517.7000 Mon-Sat, 8am-8pm; Sun, 9am-5:30pm.


CDIC Deposit ProtectionCDIC Deposit Protection

Coast Capital Savings Federal Credit Union is a member of the CDIC.


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. Only deposits payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

Coast Capital Savings Federal Credit Union is a member of the CDIC. For information on changes to deposit insurance and the transition period, see our Statement of Transitional Coverage.