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Get up to $5,000
Until March 31, 2026, you can get a cash bonus when you transfer your investments to us.
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How to qualify and get up to $5,000*.

The only thing better than moving closer to your financial goals is getting free cash to help you along the way.
This offer is valid for transfers on registered plans only. Eligible investments include mutual funds, securities, ETFs, and segregated funds offered by a licensed representative at Coast Capital.

STEP 1

Meet with one of our advisors.

Book an appointment online or call us at 1.888.517.7745

 

 

STEP 2

Accept the offer by March 31, 2026 and transfer new investment funds before June 1, 2026.

The investment must be made with funds transferred from another financial institution during the promotional period. Additional eligibility criteria can be found in our terms and conditions.

 

STEP 3

Get up to $5,000 cash bonus*.

You’ll receive a cash bonus once you meet 
all the eligibility requirements and qualifying criteria.

Here’s how to get the cash bonus*.

To qualify for this promotion, you must accept the offer by March 31, 2026 and transfer investments from another financial institution between January 1, 2026 and June 1, 2026. If you qualify, the cash bonus you receive will depend on the amount of any investments you transfer. See the chart below for details.

New Investment

Cash Bonus*

$50,000 - $99,999

$500

$100,000 - $249,999

$1,000

$250,000 - $499,999

$2,000

$500,000 - $749,999

$3,000

$750,000 +

$5,000

*Read full terms and conditions

Get started today

Our advisors can help with an investment plan that's right for you.
Call us at 1.888.517.7745 Mon-Sat, 8am-8pm PT; Sun, 9am-5:30pm PT

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Worldsource Financial Management Inc.

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
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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.

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