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Save more with government incentives.

Registered accounts are tax-advantaged savings plans established by the Canadian federal government to help you reach your financial goals, whatever your life stage. They’re a staple in any financial strategy.

Registered Accounts

A registered account for every need.

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.

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Optimize your investment strategy

MONEY HELP
 How a TFSA can up your investment game.

Tax-free savings accounts (or TFSAs) are like rubber bands: they’re super flexible. Make sure you know the different ways to stretch and maximize your TFSA.

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MANAGING YOUR MONEY
 Keeping a long-term view on the market
Learn all about why it's important to remind ourselves that market movements are normal, and markets do recover.
Read article
GROW YOUR MONEY
 Pay Yourself First: the benefits of automatic savings.
Learn how to inject more certainty into your savings through a technique known as pay yourself first, or a little more dramatically automatic savings.
Read article

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 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.

The information on this page provided for general information purposes only. It is not to be relied upon as financial, tax, or investment advice or guarantees about the future, nor should it be considered a recommendation to buy or sell. You should consult your professional advisor for specific financial, investment, and tax advice tailored to your needs to ensure that individual circumstances are considered properly and action is taken based on the latest available information.