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Personalized solutions from a dedicated financial partner

Using innovative tools and expertise, we'll work to understand your unique needs to offer personalized advice tailored to your goals.
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Here's how we can help

Using an expert-led approach and a range of personalized solutions, our Financial Planners can manage, grow and protect your wealth for long-term success.

Investment and growth

By building an investment strategy based on your goals and future needs, we'll help make your money work for you and maximize your potential for growth.

Retirement

To create a plan tailored for the retirement you want, we'll look at ways to minimize debt, maximize savings, and create retirement income that's suited to your lifestyle.

Savings and money management

We'll work with you to create personalized money management strategies to help manage your cash flows and savings to meet both short and long-term financial goals.

Legacy planning and protecting wealth

With effective legacy planning, we can ensure your assets are distributed the way you want while also maximizing value and minimizing taxes.

Investments and growth

Investment solutions

Your Financial Planner will customize your portfolio based on your specific objectives, risk profile, and preferences. Our team has access to a wide range of professionally-managed investment solutions such as mutual funds, ETFs, individual securities, and separately managed accounts that can be tailored to you.

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Pension plan review

Optimize your pension, savings and investment strategies to create a plan tailored to your retirement goals and evolving needs.

Charitable and philanthropic giving strategies

Develop thoughtful and well-timed charitable giving strategies that both align with your values and benefit from useful tax incentives.

Retirement

Retirement planning

Plan for your retirement by maximizing your investments, minimizing your debt, and managing your expenses so you can retire the way you want.

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Mutual funds

Save towards your goals with investments managed by professional fund managers.

Sustainable funds

An opportunity to build your wealth while contributing towards a more sustainable world.

Savings and money management

Budgeting and reducing expenses

We can help you create personalized strategies to reduce expenses, manage cash flow, and build a sustainable budget that works for you.

Saving strategies for home purchases

Grow your savings tax-free with a First Home Savings Account (FHSA), and make tax-free withdrawals for a qualifying first home purchase.

Saving strategies with registered plans

With tax advantages that can help you save more efficiently for retirement, education, and other financial goals, we can provide expert guidance to help you make the most of registered plans like RRSPs, TFSAs, and RESPs.

Legacy planning and protecting wealth

Insurance needs review

By understanding your finances, needs, and any existing coverage, we can explore how to ensure your loved ones are taken care of in the unfortunate event something happens to you.

Estate planning

Protect your assets by making sure they go exactly where you want, while retaining as much value as possible.

Connect with a Financial Planner today

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

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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.