Wealth Management

INVESTMENTS

We’re here to help you live the real life you want

When it comes to growing your wealth, the way you invest is just as important as how much you invest. As a member-owned cooperative, we’ve spent over 80 years taking the time to truly understand what matters to our members, so that we can offer personalized and actionable advice that has your money working as hard as you do.

Talk to us today.

Your success really is our top priority. Connect with our Investment Team today by booking your complimentary appointment online or calling us at 1.888.517.7000.

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Real Partnership

As a member-owned financial cooperative for over 80 years, if it matters to you it matters to us. We work hard to understand members personally, so we can help you build a plan to live the real life you want.

Real Advice

Our members are our shareholders, so your success is our success. Our focus is to educate and guide you to the right financial solutions with clear, simple and personalized advice that you can feel confident about.

Real Impact

As a Certified B Corp we want a more sustainable world for all. That’s why we reinvest 10% of our profits to unlocking financial opportunities for our members, employees and communities to build better futures.

How Financial Planners can optimize your savings strategy.

Learn about all the parts of a comprehensive financial plan and how valuable it is to have a financial planner to help you navigate through it all. They’ll help you to clear you path to goals, build the right plan and make sure your money is working as hard as possible.

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How Financial Planners can optimize your savings strategy.

Learn more

Goals Based Advice

We want to partner with you and create a personalized plan that’ll help you reach your financial goals. Whether you need short-term breathing room or a long-term strategy, we'll build the right plan for you, together.

Investments

Whether you're just getting started, or you're already growing your nest egg, our Investment Team will review your portfolio and make sure your money is working as hard as possible to help meet your goals.

Retirement

Reach your retirement goals faster when you meet with us. We’ll make the most of your savings, TFSA, RRSP, and mutual fund options so you have confidence that your plan will help you retire the way you want to.

Education

It's never too early to start saving for a child's post-secondary education. To save more effectively, meet with our Investment Team to build a plan and understand all your options.

Taxes

Hang on to a lot more of your hard-earned cash with a tax plan. It doesn't have to be complicated. We’ll walk you through your best options and make sure you're getting the most out of your return.

Will and Estate

Estate planning makes sure that your assets go exactly where you want and that they retain as much value as possible. Enjoy the peace of mind that comes with knowing your loved ones will be taken care of.

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

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 Direct Investing

We partner with Qtrade Direct Investing, 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 Direct Investing, you also get easy fund transfers to and from your chequing account, advanced charting, and free real time quotes and email alerts.

Qtrade Direct Investing

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

GROW YOUR MONEY

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Legacy planning is essential. Here are important things to consider when making arrangements, and ensuring a smooth transition to your loved ones.

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Socially Responsible Investing 101

To learn all about responsible investing, what it is, how to do it and why we sat down with a certified Responsible Investment Specialist.

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Top 4 reasons you need a financial plan

A financial plan is an important tool for anyone who wants to manage their money effectively, whatever their income or net worth. Learn how it can help you.

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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.

Operating under the trade name, Coast Capital Investment Management, investments are provided through Worldsource Securities Inc., sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada. 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.

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

Wealth Management

We’re here to help you live the real life you want

Why invest with Coast Capital?

How Financial Planners can optimize your savings strategy.

How Financial Planners can optimize your savings strategy.

Real advice, for real people, about the things that matter most:

Our partners

Worldsource Financial Management

Worldsource Financial Management

Qtrade Direct Investing

Qtrade Direct Investing

Grow your wealth