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Making your money work for you

By understanding your needs, long-term financial goals, and risk profile, we can help maintain and grow your savings and investments.
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True financial partnership

As a member-owned cooperative, what matters to you matters to us. Our advisors can help you reach your investment goals through personalized, expert advice from someone you can trust.

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Plans that fit your goals

Think of your Coast Financial Planner as your financial partner, working to understand your goals and needs and use our wide range of solutions to build the best investment options for you.

Here when you need us

Connect with our advisors over the phone or in-person at locations across British Columbia at times that fit your schedule, because your time matters just as much as your goals do.

Investment types

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

Sustainable funds

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

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

ETFs - Exchange Traded Funds

Build a diverse portfolio with individual funds that hold a variety of stocks and bonds.

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.