MoneyChat

Take the first step towards your best future.

Introducing Money Chat

Money Chat is a free online tool with the power and resources to help you reach your financial goals. Co-designed with our members and employees, Money Chat is a unique approach to understanding your current financial health, where you want to go and how to get there.


Take action today

Complete a Money Chat by August 31, 2021 and you’ll be automatically entered for a chance to win one of three $500 cash prizes*. Plus, receive $50** when you increase or set up a pre-authorized monthly contribution to an investment with Coast Capital.

How Money Chat works

Money Chat sets you on a clearer path to reaching your goals by simply answering a few questions about yourself and your financial behaviours.

Easy Easy

In as little as 5 minutes, complete a Money Chat through digital banking or have your Money Chat with an advisor in-person or over the phone.

No judgement No judgement

Get an overview of your financial health and understand your strengths and opportunities to help you reach your goals, without judgmental scores.

Personalized Personalized

Meet with an advisor to put your results into action with a personalized plan to reach your goals. Plus, access self-serve resources and tools online.

Self-guided Self-guided

Complete your Money Chat at your own speed, when and how you like. Even refresh your results regularly as a check-in on your goals.

Money Chat questions cover:

About you: Understanding your goals and priorities
Manage: The basics of budgeting and how you’re optimizing your day-to-day banking habits.
Save: How you’re putting money away, whether you’re an avid investor or never saved before.
Borrow: How you’re managing debt and its impact on achieving your goals.
Plan Ahead: Your planning behaviours and how you’re protecting what matters to you.

Money Chat questions cover:

About you: Understanding your goals and priorities
Manage: The basics of budgeting and how you’re optimizing your day-to-day banking habits.
Save: How you’re putting money away, whether you’re an avid investor or never saved before.
Borrow: How you’re managing debt and its impact on achieving your goals.
Plan Ahead: Your planning behaviours and how you’re protecting what matters to you.

Completing the new Money Chat is easy

Step 1

Open Money Chat

Find Money Chat under ‘Money Tools’ in Coast Online® Banking and the Coast Mobile® Banking app or meet with an advisor by booking an appointment or calling 1.888.517.7000.

Not signed up for digital banking? Get started.

Not a member? Open an account in 5 minutes. Apply online.

Step 2

Complete your Money Chat

Take 5 minutes to complete your Money Chat online or with an advisor by August 31, 2021 and be entered to win one of three $500 prizes*.  If you’re completing online, press submit to see your results and to be entered for the contest.

Step 3

Connect with an advisor

Connect with an advisor to put your results into action with a personalized plan. Plus, increase or set up a pre-authorized monthly contribution to your investments to get $50**.

Quick tips

Refer back to previous Money Chats anytime

Launch Money Chat in online or mobile banking and select 'Back to all assessments' to view any of your previous Money Chat results.

Get the most out of your Money Chat

Connect with an advisor to review your Money Chat results and create a personalized action plan to help you reach your goals.

Make smart decisions with Money Manager

Members also get free access to our Money Manager tool online. Set smarter budgets, manage debt and track all your spending in one convenient place.

Take action today
Take 5 minutes to complete your Money Chat online or with an advisor by August 31, 2021 and be entered to win one of three $500 prizes*.

*Offer ends August 31, 2021. Please click here for full offer terms and conditions.

**Minimum $50 contribution for new monthly payments or minimum additional $50 contribution for increase to monthly payments. Visit coastcapitalsavings.com/mc-offer for full offer terms and conditions. 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.