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Andy Van Geyzel

About me

Name
Andy van Geyzel

Role
Wealth Advisor

Branch / Area served
Shelbourne

Languages spoken
English

Contact

Wealth Advisor
Andy van Geyzel
250.483.8324 (Direct line)
Emailandy.vangeyzel@coastcapitalsavings.com

Meet Andy

I have a background in education and enjoy working with clients to inform and empower them with the confidence to attain their financial goals within their desired timeframes. I have over a decade of experience providing financial advice in both Canada and Australia, and I enjoy working with clients from all walks of life, discovering what’s important to them, and ensuring they’re in a position to achieve their personal goals. I adopt a personalized approach to building a plan, and review and adjust this plan on a regular basis as my clients’ needs change. I believe that building a strong, trusted relationship with clients is critical for their success, and helps ensure that each individual has confidence and peace of mind in their financial plan. Outside of work, I enjoy exploring the natural beauty of Vancouver Island with my wife and two young sons, as well as taking part in their sporting endeavours.

Using innovative tools and expertise, our Coast Capital Financial Advisors work to understand your needs and goals to find the wealth solutions that work for you.

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Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides investment and financial planning services. Coast Capital Financial Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides advice and service related to segregated fund contracts, annuities and life insurance products in Alberta, British Columbia, and Ontario. Worldsource Financial Management Inc., sponsoring mutual fund dealer, provides advice and service relating to mutual funds. 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 simplifled prospectus. Please read the fund facts carefully before investing.

Operating under the trade name, Coast Capital Investment Management, investments and financial planning services are provided through Worldsource Securities Inc., sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Canadian Investment Regulatory Organization (CIRO).

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.