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Get up to $7,000
Until April 30, 2025, you can get a cash bonus when you transfer your investments to us.
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How to qualify and get up to $7,000*.

The only thing better than moving closer to your financial goals is getting free cash in the process. Complete the below requirements to receive the cash bonus.

STEP 1

Meet with one of our Wealth Advisors.

Book an appointment online or call us at 1.888.517.7745.

 

 

STEP 2

Transfer between $50,000 and $2,000,000 (CAD) of new investments funds before April 30, 2025. The Investment must be made with funds transferred from another financial institution or funds first deposited with Coast Capital during the promotional period. Additional eligibility criteria can be found in our terms and conditions.

 

STEP 3

Get up to $7,000 cash bonus*. You'll receive a cash bonus once you meet all the eligibility requirements and qualifying criteria.

Here’s how to get the cash bonus*.

To qualify for this promotion, you must transfer investments from another financial institution from January 1, 2025 to April 30, 2025. If you qualify, the amount of the cash bonus you receive will be dependent on the amount of the investments you transfer. See our chart below for more details.

New Investment

Cash Bonus*

$50,000 - $100,000

Up to $200

$100,000.01 - $200,000

Up to $400

$200,000.01 - $300,000

Up to $600

$300,000.01 - $400,000

Up to $800

$400,0000.01 - $500,000

Up to $1,000

$500,0000.01 - $1,000,000

Up to $3,500

$1,000,000.01 - $2,000,000

Up to $7,000

$2,000,000.01 or more

$7,000

*Read full terms and conditions

Get start today.

Our wealth advisors can help with an investment plan that's right for you.
Call us at 1.888.517.7745 Mon-Sat, 8am-8pm PT; Sun, 9am-5:30pm PT

Book appointment
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Worldsource Financial Management
Worldsource Financial Management

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.

Go to Worldsource View

*Read New Investment Bonus Offer terms and conditions.

Coast Capital Savings Federal Credit Union provides advice and services 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 services related to segregated funds, annuities, and life insurance products. Worldsource Financial Management Inc. provides advice and services 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 to 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.