Well hello there. Let us tell you a bit about ourselves

Our purpose

Together, we help empower you to achieve what’s important in your life.

At Coast Capital Financial Management, we work hard to bring our members and their families the right tools and services. We give you simple financial help today and help you prepare for tomorrow. That’s why we offer insurance for any and every need.

We want to give you a security blanket so you get your beauty sleep knowing that we’ve got your back for whatever tomorrow brings. We also understand that no two people are the same. Our team will respect your individual budget and find the best plan for you and your family. You pick the time. You pick the place. And our Mobile Insurance Specialists are ready, set and good to go.

What we strive to give our members:

  • Genuinely great insurance coverage
  • Financial Safety net
  • Comfort
  • Beauty sleep
  • Relief
  • A rested glow
  • Confidence that even hard times will be a bit easier

Knock knock! Who’s there? It’s our Mobile Insurance Specialist here to meet you at your most convenient time and place.

Awards & Distinctions

Top Corporate Culture Award Top Corporate Culture Award
Coast Capital was once again recognized nationally for its outstanding corporate culture in 2017 with this three year award.
Best Managed Companies Award Best Managed Companies Award
Coast Capital has received this mark of excellence for the 18th year in a row and has been named a Platinum Club member for the last 11 years
BC's Top Employers Award BC's Top Employers Award
Coast Capital Savings was named one of BC’s Top Employers for 2019

Like what you see? Here's more.

Want to learn more?
Our Mobile Insurance Team are pros at determining the coverage you need for yourself and your business. And, they can meet wherever works for you. Give them a shout at 1.888.517.7748 Monday 8am-4:30pm, Tuesday-Thursday 8:30am-7pm, Friday 8:30am-4:30pm.

Coast Capital Financial Management Ltd. provides service and advice related to insurance, segregated funds and annuities. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. 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.