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You deserve a financial partner that puts you first.

We believe investing is for everyone. For those who want to build a better life for themselves. For those who want to invest in a more sustainable world. And for those who want to do both. Whether you’re just starting out, or just getting ready to retire, for over 80 years we’ve been giving Canadians the advice they need to help them build the future they want. And together, we’re building the new face of wealth.

Connect with a real partner you can trust.

Your success really is our top priority. Book your free advice session online or call us at 1.888.517.7745.

Why invest with Coast Capital?


Real Partnership

As a member-owned financial cooperative for over 80 years, if it matters to you it matters to us. We work hard to understand members personally, so we can help you build a plan to live the real life you want.


Real Advice

Our members are our shareholders, so your success is our success. Our focus is to educate and guide you to the right financial solutions with clear, simple and personalized advice that you can feel confident about.


Real Impact

As a Certified B Corp we want a more sustainable world for all. That’s why we reinvest 10% of our profits to unlocking financial opportunities for our members, employees and communities to build better futures.

Limited-time cash bonus offers.

Earn $1001 when you set up regular, automatic contributions into mutual funds with us.

A little can go a long way and it’s easy to get started. Lessen the impact of market highs and lows on your mutual funds when you invest the same amount regularly with “dollar-cost averaging.”

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.

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.
  1. Read full Automatic Savings Offer terms and conditions here.
  2. Read full 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.