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Essentials Suite


Here are the most relevant and popular financial products and services for your type of business. Based on your needs, you can pick and choose from the options.



Business Line of Credit1

$5,000 - $250,000
If you need cash flow for short-term or long-term growth, you have options. A Business Line of Credit is a safety net. There is no operating cost and once you’re approved, you’ll have quick access to working capital.

Benefits:

Short-term loan2

$10,000 - $300,000

We know that new businesses often don't qualify for traditional secured lending and it’s important to have short-term cash flow for an unexpected opportunity. Our partner OnDeck can provide immediate growth capital with an unsecured loan and preferred pricing.

Benefits:

  • Renewal opportunity at 50% paid down
  • Funding in as fast as 1 business day
  • Simple online application process
  • Competitive rates

Wealth Management5


SAVE

For a limited time, get up to $1,000 when you transfer new investments into mutual funds with Worldsource Financial Management8.


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
$400,000.01 - $500,000 Up to $1,000
$500,000.01 or more $1,000

Enjoy integrated financial advice to help you achieve both your business and personal goals. Our Investment Team, including Certified Financial Planners®, can help with:

  • Investment planning
  • Retirement planning
  • Tax planning
  • Will and estate planning
  • Succession planning
  • Protection planning
  • Education planning

Coast Visa Business Card

FEES WAIVED

Get $60 reimbursed toward your first annual fee.6

A credit card could be exactly what you need if you’re looking for short-term cash flow. And, in many cases, you can take advantage of your card's grace period and pay off the balance without interest.

Benefits:

  • One of the lowest interest rates in Canada
  • Quick access to capital
  • 1% cashback credit3
  • Free access to experienced lawyers with corporate legal assistance services

Merchant Solutions


SAVE

Save up to $3506 with the Global Payments “Welcome Bundle”, which includes:

  • $200 credit on a terminal purchase or first three months rental free
  • Free Merchant Portal7 and Analytics reporting for one year ($150 savings)

Collect payments anywhere, anytime and with less delay with merchant solutions. Improve your cash flow with funds deposited into your business bank account the next day.




Solutions include:

  • Payment terminals
  • Online payment applications
  • Mobile payment solutions
  • Gift card and loyalty programs
  • Integrated solutions
  • Comprehensive, multi-tool reporting portal



Auto Refinancing


Lower your monthly business vehicle payments with a more affordable loan or lease agreement when you refinance your vehicle. Bring your existing auto loan to us and we'll rewrite it at a lower interest rate, or with a longer term4. We offer competitive rates and quick application process.

Benefits:

  • Lower interest means more money in your pocket
  • Lower monthly payments
  • Improve cash flow
  • Minimize business expenses

Ready to bundle?

Our Small Business Team is here to help you pick the right products and services for your business.

Get started today by calling 1.855.350.7775 or booking an appointment below.

Book an appointment