Coast Capital Savings

Help minimize tax liability in your operating businesses and holding companies by joining our free virtual seminar hosted by Shawn Gowitt, Wealth Planner at Coast Capital Investment Management/Worldsource Securities Inc., and Michelle Munro, Director of Tax and Retirement Research at Fidelity Investments Canada ULC.* Discover the most efficient ways to pay yourself and other shareholders while avoiding the common mistakes of double taxation. Email shawn.gowitt@coastcapitlsavings.com by May 29 to RSVP. *Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Worldsource Securities Inc. is a sponsoring Investment Dealer and Member of the Canadian Investor Protection Fund and of the Canadian Investment Regulatory Organization (CIRO).

Our members have elected new directors, Gigi Chen-Kuo and Andrew Petter, and re-elected Nancy McKenzie and Susan Dujmovic, to our Board of Directors. The results were announced at the Annual General and Special Meeting on April 25. Read the details on our website: https://lnkd.in/gu8EWnxQ

Coast Capital, in partnership with Chantel Chapman , leading Financial Trauma Educator and the Co-founder of The Trauma of Money, invites you to a free online workshop on recognizing and reversing financial shame by tapping into your personal values. Whether you experience financial shame yourself or work with clients who do, you won’t want to miss this informative and interactive virtual workshop. RSVP at https://lnkd.in/g2F36iYi by April 29. *Chantel Chapman and The Trauma of Money are independent third parties from Coast Capital Savings Federal Credit Union and its subsidiaries. As independent third parties, they own and control the content and information of the workshop. Coast Capital Savings Federal Credit Union makes no representations or warranties about the third parties’ content and information and is not responsible or liable for damages relating to the third party, its content, information, recommendations, outcomes, or results of the workshop. won’t want to miss this informative and interactive virtual workshop.

Coast Capital, in partnership with Chantel Chapman , leading Financial Trauma Educator and the Co-founder of The Trauma of Money, invites you to a free online workshop on recognizing and reversing financial shame by tapping into your personal values. Whether you experience financial shame yourself or work with clients who do, you won’t want to miss this informative and interactive virtual workshop. RSVP at https://lnkd.in/g2F36iYi by April 29. *Chantel Chapman and The Trauma of Money are independent third parties from Coast Capital Savings Federal Credit Union and its subsidiaries. As independent third parties, they own and control the content and information of the workshop. Coast Capital Savings Federal Credit Union makes no representations or warranties about the third parties’ content and information and is not responsible or liable for damages relating to the third party, its content, information, recommendations, outcomes, or results of the workshop. won’t want to miss this informative and interactive virtual workshop.

Please join us in person or virtually at our Annual General and Special Meeting. You will hear the 2023 year in review, find out about Coast Capital’s plans for 2024 and learn the results of the director’s election. We’ll be streaming live online, or you can attend in person. Visit https://lnkd.in/gDqSTDK2 for more information on our Annual General and Special Meeting.

Dreaming of a year without any mortgage or rent payments? Your dream could become a reality with Coast Capital! Simply book and attend a mortgage or investment planning meeting with one of our advisors between April 8 and June 28, and you’ll be entered to win $36,000 toward your housing costs.* Book your appointment now to enter, and let's start planning for your future at https://lnkd.in/gvfHvTyn *Based on average B.C. housing costs. Terms and conditions apply. Get the full details at https://lnkd.in/gPUAbRVA

Coast Capital provides funding to the Credit Union Foundation of BC to help support bursaries for post-secondary students facing barriers across the province. Over the past 3 years, Coast Capital members have received over $60,000 in bursaries! The Spring/Summer application period runs from May 1 to June 15, 2024. Learn how you can apply at https://lnkd.in/gAgi2W6  

Thanks to all our members who’ve voted for this year’s Board of Directors election. If you haven’t voted yet, you have until next week Thursday, April 18, 2024, 5 pm PT to cast your vote by mail or online. Learn more at https://lnkd.in/gqcgGpE9 

We know how important home ownership is to you, and that being able to afford your mortgage is top of mind. For a limited time, get member-preferred rates and up to $4,100 when you get a mortgage and have eligible products.* Book an appointment with a Mortgage Advisor today to get started at https://lnkd.in/gGVc78Pw *Conditions apply. 

Did you know you can make your RRSP contribution work harder for you? We can help you maximize your RRSP’s potential in mutual funds. Work with one of our dedicated advisors to make sure your contribution goes the distance, and invest in future-you today. Visit our website to book an appointment with one of our advisors: https://lnkd.in/gg8FJ5Cx