Skip to main content
Top of main content
Business members get all the investment options they need.

No matter what stage of investing your business is at, our accredited Investment Team can help. Whether you’re just getting started, a seasoned investor or somewhere in the middle, we’ll determine the right investment solutions for you and your business.

Our Investment Team can also help with:

  • Tax Planning
  • Investment Planning
  • Group Benefits
  • Retirement planning
Mutual Funds
We partner with leading Canadian Mutual Fund providers to curate portfolios of investment options to support your values, goals, timeframe and tolerance for risk.
  • Preferred partners include Guardian Capital, SEI, Fidelity, NEI and CI
  • Lower management expense ratio fees
  • Conservative fund management through an institutional-quality approach
  • ESG and responsible investing focus with our Sustainable Funds, managed and offered by Guardian Capital LP†
  • Available in Non-registered and Registered Accounts such as an RRSP, RRIF, RESP or TFSA
  • Most mutual funds have a minimum investment of $1,000
  • Not locked in, so you can buy or sell mutual funds at any time
Learn more
† Read terms and conditions.

Terms and Conditions.

† Guardian Capital LP is the Manager and Portfolio Manager of the Sustainable Funds. Worldsource Financial Management Inc. is the Principal Distributor of the Sustainable Funds.

Close
Financial planner Financial planner

Meet Ben Behseta, CFP.

He's just one of our Certified Financial Planners® available to help you reach your financial goals. Our Financial Planners can develop financial solutions to help ensure you save for the future while living well today, whether you're planning your retirement, your child's education, or looking for ways to protect your family or business from the unexpected.

Our Investment Team is here to help:

  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm
  • Financial Planners available at all our branch locations

Meet Ben Behseta, CFP.

He's just one of our Certified Financial Planners® available to help you reach your financial goals. Our Financial Planners can develop financial solutions to help ensure you save for the future while living well today, whether you're planning your retirement, your child's education, or looking for ways to protect your family or business from the unexpected.

Our Investment Team is here to help:

  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm
  • Financial Planners available at all our branch locations

Additional services available with any business account.

Deposit at thousands of ATMs
Canadian coin, cash, and cheques are instantly credited to your account 24/7 at any of our branches. Envelope deposits can be made at any ATM on THE EXCHANGE® Network.
Request a business deposit card
Business Overdraft Protection
Cover off your businesses' chequing account between deposits with overdraft protection. You'll only get charged interest if you use it.
Talk to us
Coast Online® Banking for Small Business
Pay bills, make transfers or check and manage accounts anytime, anywhere. You can view both personal and business accounts in the same log in and more helpful features. 
Learn more
Pay Business Taxes
With this convenient and cost-effective cash management online service, you can automatically deliver or receive payments to and from accounts held at other financial institutions.
Talk to us
Deposit On-the-go
Use your Coast Mobile® App to make deposits by simply snapping a photo of a cheque.
Get our App
INTERAC® e-Transfer
Send or receive money to and from other financial institutions within Canada. All you need to send money is the recipient's mobile phone number or email address.
Learn more

Like what you see? Here's more.

GROW YOUR MONEY
5 quick tips to
make the most of a TFSA
Find out why TFSAs are useful for almost any financial plan plus 5 important tips you need to know to make the most out of a TFSA.
Read article
MONEY HELP
5 quick tips for RRSP season
How much should you save and will it be enough? Click for 5 quick tips on how to take advantage of RRSP season.
Read article
SMALL BUSINESS CENTRE
Coast Capital® Small Business Suites

All of your business banking needs together in one suite of products.


Learn more
Want some help?

Our accredited Investment Team can help you figure out the best financial plan for your goals.

Call us at 1.888.517.7000 Mon-Fri, 8am-5:30pm

Email us
Find a branch

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 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 simplified prospectus. Please read the fund facts carefully before investing.