The right plan starts with the right financial partner

At Coast Capital, we’re member-owned which means we’re accountable to you—not shareholders. We’ve been building relationships with our members for 80 years. We take the time to understand unique circumstances and financial goals to help our members get on the path to financial well-being with personalized realistic advice.

With us, you get more than a financial advisor. You get a partner who puts your first.

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.

Portfolios and plans we can help with

Goals based advice Goals based advice

We want to partner with you and create a customized plan that will 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 analyze your portfolio and align it with your goals to ensure your money is working as hard as possible.

Retirement Retirement

To reach your retirement goals faster, meet with us to optimize your savings, TFSA, RRSP and mutual fund options and have confidence in a plan that will help you retire the way you want to.

Education Education

It's never too late 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 the savings products available to you.

Taxes Taxes

Tax planning doesn't have to be scary or complicated. Our advisors can walk you through your best options and ensure you're getting the most out of your return. Hang on to a lot more of your hard-earned cash with a tax plan.

Will and estate Will and estate

Estate planning ensures that your assets go exactly where you want, and that they retain as much value as possible. Ensure security for your loved ones the way you see fit, and enjoy the peace of mind that accompanies a will and estate plan.

Why partner with a Coast Capital Financial Planner?

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. 
Photo Photo

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.

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.

Our partners

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

Financial planner Financial planner

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.

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.

Grow your wealth

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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.

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.

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