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Enjoy your retirement your way

As your dedicated financial partner, we'll help create a tailored retirement plan and provide strategies for optimizing and protecting your assets.
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Retirement planning made simple

Your Coast Capital Financial Planner will work with you to understand your goals and the life you want when you retire. Together, you'll create a retirement savings plan that helps you minimize your debt and maximize your investments.

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Keeping your goals on track

Markets change and so can your life plans. Your Financial Planner will meet with you regularly to make sure your retirement savings goals stay on track.

Retirement solutions

Your Financial Planner will leverage a number of investment products and solutions such as these, to maximize your growth and minimize tax implications when you retire.

  • Sustainable funds
    Build wealth while contributing towards a more sustainable world.
  • Mutual Funds
    Grow your savings with investments managed by professional fund managers.
  • ETFs - Exchange Traded Funds
    Create a diverse portfolio with a variety of stocks and bonds.
  • Investment income strategies
    With your risk-tolerance in mind, we can optimize your portfolio to create reliable passive income.
  • Estate planning
    Ensure your assets 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.

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.