About me
Name
Anand Zutshi
Role
Wealth Advisor
Branch / Area served
Colwood
Languages spoken
English, Hindi
Contact
Wealth Advisor
Anand Zutshi
250.483.8501 (Direct line)
anand.zutshi@coastcapitalsavings.com
Meet Anand
I believe every investment represents more than numbers—it reflects personal goals, long‑term aspirations, and the future you hope to build. My purpose is straightforward: to make a meaningful difference in the lives of our members by helping them invest with confidence and clarity. Whether the objective is funding a child’s education, planning for a comfortable retirement, or building lasting generational wealth, my role is to ensure each financial decision aligns with and advances the life you envision. With more than two decades in financial services, supported by a Master of Global Management (Canada) and an MBA (India), I bring a disciplined, globally informed perspective to wealth management. I am happily married for 22 + years, with two beautiful teenagers, and the elder pursuing University. With my experience and expertise of managing capital with care, and transparency, the objective is to help clients grow/preserve wealth and improve after‑tax outcomes. At the core of my practice is trust, built through disciplined investment strategies, tax‑aware planning, enduring relationships, and thoughtful inter‑generational wealth planning.