Skip to main content

Who we are

With over 80 years of experience in putting our members first, your financial success is our top priority.
Request a call
Top of main content

Wealth management expertise you can rely on

As your dedicated financial partner, our advisors work hard to understand your unique financial goals to create personalized and actionable solutions that work for you.

  • Cash flow planning
  • Estate planning
  • Retirement planning
  • Tax planning
  • Investment planning

Janine Lannigan, CFP® (Certified Financial Planner)

Partner with our certified advisors

40+ locations served

You'll find Financial Planners at over 40 Coast Capital locations across British Columbia, so connecting with an advisor wherever you are is easy. You can also connect with our advisors remotely by calling our Advice Centre.

Help in more than 10 languages

Our team of Financial Planners speak over 10 languages including Mandarin, Cantonese, and Punjabi. Search our advisor directory by language to find one that meet your needs.

Diverse investment options

With access to a wide range of professionally-managed products like mutual funds and ETFs, your Financial Planner can create custom solutions based on your specific preferences, goals, and existing assets.

Find an advisor

Our partners

Coast Capital works alongside trusted, industry-leading financial partners to effectively manage your wealth for long-term success, including Worldsource Financial Management Inc., Worldsource Securities, and financial planning software, Conquest.

Learn more

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.