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Money that works while you relax.

Did you know mutual funds can help amplify your RRSP contribution?

  • Checkmark Mutual funds offer long-term growth, perfect for boosting your retirement savings over time.
  • Checkmark Gain exposure to a diversified portfolio without having to select and manage individual securities.
  • Checkmark Let pros manage your funds. Our advisors analyze, research, and aim for great returns.
  • Checkmark Automatically reinvest your dividends for faster wealth growth.
  • Checkmark Book a free appointment with your Coast Capital Advisor to discuss your options.

Real advice, for real people, about the things that matter.

79% of Canadians who have a financial advisor say they feel better about their finances because of it. When you work with Coast, we’ll equip you with the know-how and personalized support to invest with confidence.

Let’s work together to build an investment plan that works for you. Explore our investment options and connect with an advisor when you’re ready to get started.

Book appointment

Take the next exciting step in your investment journey. And we’ll be along for the ride.

When it comes to growing your wealth, the way you invest is just as important as how much you invest. Member-owned for over 80 years, we understand what matters most to our members so we can amplify your investments.

That’s why we’re proud to partner with leading Canadian Mutual Fund providers, to curate investment portfolios that support your values, goals, investment horizon, and risk tolerance. When identifying partners, we use our scale as a financial cooperative to negotiate low management expense ratio fees, so that you get the best value for your investments.

Win your mortgage or rent paid for one year.*

Boost your investment know-how for a chance to win $36,000* toward your rent or mortgage. Book and attend an eligible appointment with a Coast Capital Advisor between April 8 and June 28, and you’re in the draw.

BOOK APPOINTMENT

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.

Go to Worldsource View

Booking your appointment is easy. Connect with us today.

*No purchase is required. Contest begins on April 8, 2024 at 9:00 a.m. (Pacific Time) and ends on June 28, 2024, at 11:59 p.m. (Pacific Time). The sole prize is thirty-six thousand dollars ($36,000 CAD). Eligible appointments are either Investment and Planning or Mortgages. Skill-testing question required. Open to members of Coast Capital Savings Federal Credit Union who are legal residents of British Columbia and at least 19 years of age at the time of entry. Odds of winning depend on the number of eligible entries received before the contest closes. Limit 1 entry.

Read the full rules and entry details here.

Operating under the trade name, Coast Capital Investment Management, investments, and financial planning services are provided through Worldsource Securities Inc., sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada. Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan, and mortgage products. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities, and life insurance products.