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RRSP deadline is February 29.

Book an appointment with an advisor to help you make the right contribution decisions for your financial goals.

A little goes a long way with pre-authorized contributions (PACs).

Pre-authorized contributions are set amounts of money that automatically transfer from your spending account into a savings or investing account regularly.

If you transfer $150 every two weeks into an RRSP or TFSA, in just a single year you’ll have contributed a total of $3,900 automatically.

If you invest that $3,900 into an investment account, you could grow those savings even more with potential compound returns.

Our Wealth offers

Make your RRSP contribution into a Registered GIC and earn up to 6.25%.1

OFFER ENDS BY FEBUARY 29, 2024.

Earn up to 6.25%1 when you make your RRSP contribution into a 90 Day Non-Redeemable Registered GIC from another financial institution or a non-registered Coast Capital product at a branch or call our Advice Centre by February 29. Book an appointment with an advisor or call us at 1.888.517.7745 to get started.

Get up to $10,000.2

OFFER ENDS BY FEBRUARY 29, 2024.

The only thing better than moving closer to your financial goals is getting free cash in the process. You can get up to $10,000 cash2 when you transfer your investments to Coast Capital.

Here's how to contact an advisor.

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. *The effective interest rate is based on a bonus interest rate of 2.25% applied to the posted rate, which is 4% as of January 10th, 2024 at 12:01 AM PST. The bonus interest rate will only apply to a 90-day Registered GIC purchased (a) by using funds from a participating member’s non-registered account(s) at Coast Capital or any other registered or non-registered account(s) from any other financial institution, (b) under a participating member’s RRSP or TFSA plan at Coast Capital, and (c) through a Coast Capital branch or Advice Centre. For clarity, the bonus interest rate will not apply to a GIC purchased (a) by using funds from a participating member’s registered account(s) at Coast Capital, (b) under a participating member’s RESP, RRIF, RDSP, or FHSA account at Coast Capital, or (c) through Coast Capital online banking. Offer available from January 10th, 2024 at 12:01 AM PST to February 29th, 2024 at 11:59 PM PST. Offer subject to change or termination at any time, without notice. Interest rates are calculated per annum and accrued daily. Minimum investment of $500. Rate holds are not eligible for the promotional offer.
  2. Read New Investment Bonus Offer terms and conditions.

Coast Capital Savings Federal Credit Union provides advice and services 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 services related to segregated funds, annuities, and life insurance products. Worldsource Financial Management Inc. provides advice and services 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 to 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.