INVESTMENTS

Wealth Management

Members get friendly help with personal financial planning.

Financial planning can happen at any stage of your life. Whether you're just getting started, have a bit more to save, or getting ready for retirement, our team of over 80 accredited advisors are here to help with personalized investment advice. We can also help with estate, tax, investment planning as well as strategies for saving for education.

It's all about you, and your unique goals and needs. That's why our team is armed with a range of tools and investment solutions to make sure your money is working as hard as possible to meet your short and long-term goals.

Our Investment Team can help with:
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All the credentials, friendlier approach.

Our team has a lot of credentials. Those fancy acronyms that follow their titles are proof that you have the best of the best, trained and educated professionals providing you with the financial advice you need. And they'll do it in a way that makes financial planning simple to understand so you know exactly how you can achieve your financial goals.

Our experienced team will work with you to understand your situation, needs and goals so that they can develop a personalized financial strategy and investment portfolio for you.

Financial planner

Meet Ben Behseta, CFP.

He's just one of our Certified Financial Planners® available to help you reach your financial goals. Our Financial Planners can develop financial solutions to help ensure you save for the future while living well today, whether you're planning your retirement, your child's education, or looking for ways to protect your family or business from the unexpected.

Our Investment Team is here to help:

  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm
  • Financial Planners available at all our branch locations

Ways we can help.

Retirement
It's never too early or too late to plan for your retirement. Whether you are retiring next year or decades from now, we can help with an investment plan that is custom fit to meet your personal objectives. This includes using RRSP, RRIF and TSFA accounts as part of your plan.
Estate Planning
Estate planning ensures that your assets go exactly where you want. And that they retain as much value as possible.
Tax Planning
Tax planning isn't just for the fabulously wealthy. It works for any tax bracket. And it can help you hang on to a lot more of your hard-earned cash.
Income Planning
Based on your required needs and frequency, we can structure your investments to provide regular income. You'll pay less tax on income received from this type of investment, than standard interest earning savings accounts or term deposits.
Life Stages and Changes
Changing careers, getting married, buying a new house, funding your child's education, going through a mid-life crisis — there are numerous intersections in your life where you may need to re-assess your financial plan. We're here to help.

Our partners.

Worldsource Financial Management 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
Qtrade Investor Qtrade Investor

We partner with Qtrade Investor, Canada's leading independent online brokerage to offer quick and easy access to a wealth of investing resources such as research, news, portfolio watch lists and more. Members also get a full range of investments including stocks, options, and fixed income securities.

With Qtrade Investor, you also get easy fund transfers to and from your chequing account, advanced charting, and free real time quotes and email alerts.

Register for Qtrade Investor

Like what you see? Here's more.

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 Investing myths debunked.
With the amount of investing information floating around out there, how do you weed out what's fact and what's fiction? Here are five common investing myths, and how to break through them.
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Ready to invest?
Our accredited Investment Team can help you figure out the best financial plan for your goals.
Call us at 1.888.517.7000 Mon-Fri, 8am-8pm; Sat, 8am-5pm.
Contact Us to Get Started
Find a branch

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 held in Canadian currency, having a term of five years or less and payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

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