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Wealth Management

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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 85 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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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.

Learn more

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.

Learn more

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

Goals Based Advice
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
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
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
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
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
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.

Our trusted financial 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 Inc. Worldsource is a leading independent dealer services provider. 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
Coast Capital Investment Management and Worldsource Wealth Management wordmark logos Coast Capital Investment Management and Worldsource Wealth Management wordmark logos

Coast Capital Investment Management and Worldsource Wealth Management

Our Investment Management offering is a level of securities registration that allows our Financial Planners to provide a broader range of investments to meet the needs of our members with a higher level of assets.

Worldsource Wealth Management Inc. (WWM) is a full-service dual-registered dealer and a member of the Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF).

WWM has served Canadian investors for over 15 years through their partnerships with a network of seasoned industry professionals, focused on providing exemplary financial advice. Learn more by reading the CIRO advisory Report.

Connect with us

Coast Capital Investment Management and Worldsource Wealth Management

Our Investment Management offering is a level of securities registration that allows our Financial Planners to provide a broader range of investments to meet the needs of our members with a higher level of assets.

Worldsource Wealth Management Inc. (WWM) is a full-service dual-registered dealer and a member of the Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF).

WWM has served Canadian investors for over 15 years through their partnerships with a network of seasoned industry professionals, focused on providing exemplary financial advice. Learn more by reading the CIRO advisory Report.

Connect with us
Financial planner Financial planner

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.

Register for Qtrade Direct Investing

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.

Register for Qtrade Direct Investing

Grow your wealth

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Why invest with Coast Capital?

Real Partnership

As a member-owned financial cooperative for 85 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.

Real advice from real people.

We'll work with you to find real investment solutions to achieve what matters to you.
Call us at 1.888.517.7000 Mon-Sat, 8am-8pm; Sun, 9am-5:30pm.

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Know Your Advisor: Advisor Report

Coast Capital Savings Federal Credit Union provides advice and services related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides investment and financial planning services. Coast Capital Financial Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides advice and service related to segregated fund contracts, annuities and life insurance products in Alberta, British Columbia, and Ontario.

Mutual funds are offered through Worldsource Financial Management Inc. Securities brokerage products are offered through Worldsource Wealth Management Inc. Both Worldsource Financial Management Inc. and Worldsource Wealth Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO) and subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (FCDQ), which is part of the Desjardins Group. Please visit www.worldsourcewealth.com for further details.

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