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Why invest with Coast Capital?

As a member-owned financial cooperatve for over 80 years, if it matters to you it matters to us. We work hard to understand members personally, so we can help you build a plan to live the real life you want.

Investment Products

Registered Accounts

Government accounts that offer tax-deferrals and grants to help you save.

What are you saving for?

Whether you're saving for the short-term, long-term, or trying to build your success along the way - we can help you get there.

Real advice from a real financial partner.

Book your free advice session with one of our investment advisors today, to start investing in the future you really want.

Call us at 1.888.517.7745
Mon - Sat, 8am-8pm; Sun, 9am-5:30pm.

Book appointment

Worldsource Financial Management

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management. Worldsource is a leading independent dealer services provider and a wholly-owned subsidiary of Desjardins Group. 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.

Go to Worldsource View
CDIC Deposit ProtectionCDIC Deposit Protection

Coast Capital Savings Federal Credit Union is a member of the Canada Deposit Insurance Corporation (CDIC). More CDIC information

Only deposits payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual fund values change frequently and past performances 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 simplified prospectus. Please read the fund facts carefully before investing.