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Ben Behseta

About me

Name
Ben Behseta

Certifications and designations
BSc, CFP, CIM

Role
Wealth Planner

Branch / Area served
Cambie / Queensborough

Languages spoken
English, Farsi

Contact

Wealth Planner
Ben Behseta, BSc, CFP, CIM
604.288.3269 (Direct line)
EmailBen.Behseta@coastcapitalsavings.com

Partnering Financial Associate
Amrit Parmar
604.288.3434 (Direct line)
Emailamrit.parmar@coastcapitalsavings.com

Partnering Financial Associate
Gary Yee
604.288.3277 (Direct line)
Emailgary.yee@coastcapitalsavings.com

Meet Ben

I'm a highly-accomplished Financial Planner with a wealth of experience in the financial services industry. As both a Financial Planner and Investment Advisor, I currently offer advisory services for a well-established investment book of business through Coast Capital Investment Management of Worldsource Securities Inc.

In addition to my professional accomplishments, I'm also a committed volunteer and have worked with multiple organizations, including CFP Canada and BC CO-OP association. I hold a bachelor's degree in Chemical Engineering, which has equipped me with a strong foundation in analytical thinking and problem-solving — skills that have proven invaluable in my work as a Financial Planner and Investment Advisor.

I am a highly-respected and accomplished Fnancial Planner, with a proven track record of success in the industry. I'm dedicated to providing my clients with exceptional service, and helping them achieve their financial goals.

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.