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Our trusted financial partners

Our partnerships with trusted industry leaders in financial, investment and securities management serve to help our Financial Planners effectively manage your wealth for long-term success.

Worldsource Financial Management Inc.

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management Inc. Worldsource is a leading independent dealer services provider. Their expertise allows us to provide better products and services, online account access and reporting.

Worldsource View is a tool that allows members to view and monitor investments online, anytime, anywhere, plus the convenience of printing your statements.

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Coast Capital Investment Management and Worldsource Securities

Our Investment Management offering is a level of securities registration that allows our Financial Planners a broader range of investments to meet the needs of our members with a higher level of assets.

Worldsource Securities Inc. (WSI) is a full-service investment dealer and a member of the Canadian Investment Regulatory Organization (CIRO) and CIPF (Canadian Investor Protection Fund).

WSI has served Canadian investors for over 15 years through their partnerships with a network of seasoned industry professionals, focused on providing exemplary financial advice. Learn more by reading the CIRO advisory Report.

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Qtrade Direct Investing

We partner with Qtrade Direct Investing, Canada's leading independent online brokerage to offer quick and easy access to a wealth of investing resources such as research, news, portfolio watch lists and more. Members also get a full range of investments including stocks, options, and fixed income securities.

With Qtrade Direct Investing, you also get easy fund transfers to and from your chequing account, advanced charting, and free real time quotes and email alerts.

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Conquest Planning

We’ve also partnered with Conquest Planning, Canada’s leading financial planning software, to assist our advisors in developing hyper-personalized financial plans for our members.

Conquest Planning takes both a purpose and data-driven approach, allowing us to offer members meaningful financial advice faster and more accurately.

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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.