Skip to main content

MoneyChat

Stay on track towards your best future.

Get Started
Top of main content

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 June 30, 2022 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.

Get Started

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.

Money Chat is making an award-winning impact.

Money Chat took home the 2022 National Credit Union Innovation Award for its meaningful impact on our members. Complete yours today and find out what all the buzz is about. 

Get Started

Money Chat is making an award-winning impact.

Money Chat took home the 2022 National Credit Union Innovation Award for its meaningful impact on our members. Complete yours today and find out what all the buzz is about. 

Get Started

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.

Sign in

Not signed up for digital banking? Get started.

Book appointment

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 and press submit to see your results and link to resources. Or meet with an advisor to complete your Money Chat in person or over the phone.

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**.

Book appointment

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.

Sign in
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.

Book appointment
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.

Learn more
Take action today
Take 5 minutes to complete your Money Chat online or with an advisor by June 30, 2022 and be entered to win one of three $500 prizes*.
Sign in
Book appointment
*Offer ends June 30,2022. 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. See 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.