What we offer

Our experienced Insurance Specialists will help you explore personal and business insurance solutions as well as retirement and estate planning options.


Why partner with Coast Capital Financial Management?

Expertise Expertise

Access an experienced team of Insurance Specialists who have helped thousands of clients protect their assets.

Personalization Personalization
Get tailored advice that considers your full financial picture, including current coverage you may have through work.
Transparency Transparency
We simplify complicated financial jargon and offer clear advice so you truly understand your coverage.

Proud to put our clients and community first

Coast Capital Financial Management Ltd. provides service and advice related to insurance, segregated funds, and annuities in Alberts, British Columbia and Ontario.