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Wealth management expertise you can rely on

With our team of Certified Financial Planners and Wealth Advisors, we can help manage, grow, and protect your wealth through personalized plans and expert advice.
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Tailored wealth planning for long-term success

Your Coast Capital Financial Planner will work with you to craft a custom plan to help you maintain and build your wealth for the long haul.

Goal-based plans Goal-based plans

Using modern and interactive tools, our Financial Planners can help craft a personalized plan based on your specific needs and financial goals.

Unbiased expertise Unbiased expertise

Your long-term success is our priority, so we only share the best solutions from a range of both Coast Capital and non-Coast Capital products.

Dedicated partner Dedicated partner

Our one-to-one financial advice is consistent, built on trust, and available over the phone and online at your convenience.

Accessible services Accessible services

We see everyone's wealth potential, so our minimum asset requirements are lower than other major financial institutions.

Personalized Solutions

We provide actionable advice based on your specific needs to keep your long-term financial goals on track.

Retirement planning

Make the most of your savings, TFSA, RRSP, and mutual fund options to plan for the long haul.

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Investment strategy

Find the right investment strategy, whether you're just getting started or growing your nest egg.

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Education savings planning

Build an effective plan to save for your child's post-secondary education.

Estate
planning

Ensure your assets go exactly where you want, so you know your loved ones are taken care of.

A trusted financial partner

As a member-owned cooperative for over 80 years, your success is our top priority. Our expert advisors are Certified Financial Planners who strive to understand what matters to you most, so they can provide personalized wealth solutions that are right for you.

Featured Financial Planners

Shawn Gowitt Shawn Gowitt, CFP® Tillicum Branch
Alice Liu Alice Liu, CFP® Richmond Centre Branch
Nicki Dunn Nicki Dunn, CFP® Clearbrook Branch

Connect with a Financial Planner today

We can help find the investment solutions that work for you.

Request a call

Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides investment and financial planning services. Coast Capital Financial Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides advice and service related to segregated fund contracts, annuities and life insurance products in Alberta, British Columbia, and Ontario. Worldsource Financial Management Inc., sponsoring mutual fund dealer, provides advice and service 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 with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplifled prospectus. Please read the fund facts carefully before investing.

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 Canadian Investment Regulatory Organization (CIRO).

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.