Contact Us

Don't be shy. Give us a shout.

Our team is available to help you with all your insurance-related questions.


Monday, 8am-4:30pm;
Tuesday-Thursday, 8:30am-7pm;
Friday, 8:30am-4:30pm
Toll Free: 1.888.517.7748
Send us an email and we’ll help you out at a time that’s convenient for you.
9900 King George Blvd
Surrey, BC V3T 0K7

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.