Get up to $1,0002 when you bring your investments to Coast.

We understand that inflation and higher interest rates are making it harder to save for the future. But with the right financial advice, we can help you find a way. 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.

Plus, for a limited time, get up to $1,0002 when you transfer investments into mutual funds with Coast Capital.

Cash bonus investment tiers

 
New Investment Cash Bonus2
$50,000 - $100,000 Up to $200
$100,000.01 - $200,000 Up to $400
$200,000.01 - $300,000 Up to $600
$300,000.01 - $400,000 Up to $800
$400,000.01 - $500,000 Up to $1,000
$500,000.01 or more $1,000

Invest with Coast Capital

Real advice from a real partner. Real advice from a real partner.

Our advisors can review investments you have in place already, even ones from other institutions, to help you make the most of your RRSP contributions.

Take advantage of limited-time offers. Take advantage of limited-time offers.

Like a $100 bonus1 when you set up regular, automatic contributions into mutual funds with Coast Capital. 

Book your advice session now. Book your advice session now.

Appointments fill up fast, so get ahead of the March 1 deadline by booking a complimentary advice session today.

Real advice from a real financial partner.
Book your free advice session with one of our investment advisors today, to start investing in the future you really want.

Call us at 1.888.517.7745
Mon - Sat, 8am-8pm; Sun, 9am-5:30pm.

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 a wholly-owned subsidiary of Desjardins Group. 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.

  1. Read Automatic Savings Offer terms and conditions here.
  2. Read Investment Bonus Offer terms and conditions here.

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.