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.
Your success really is our top priority. Book your free advice session online or call us at 1.888.517.7745.
Book a free advice session with one of our investment advisors to be entered into a draw for a chance to win $5,0001 towards your savings goals.
Book a free advice session with one of our investment advisors to be entered into a draw for a chance to win $5,0001 towards your savings goals.
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.
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.
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.
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.”
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.
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.
