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Braden Ker

About me

Name
Braden Ker

Certifications and designations
BA, CFP

Role
Financial Planner

Branch / Area served
Richmond Centre

Languages spoken
English

Contact

Financial Planner
Braden Ker, BA, CFP
604.288.3441 (Direct line)
Emailbraden.ker@coastcapitalsavings.com

Partnering Financial Associate
Jesse Dean
604.288.3435 (Direct line)
Emailjesse.dean@coastcapitalsavings.com

Meet Braden

I believe financial planning should feel empowering, not overwhelming. Through a warm, personalized approach, I partner with clients to build clarity and confidence in their financial lives — supporting them every step of the way as they move toward lasting financial freedom.

With over a decade of experience as a Financial Planner, I take a practical and holistic approach to wealth management. My services are grounded in transparency, reliability, and ethical guidance. I specialize in retirement and investment planning, estate and intergenerational wealth transfer, tax-efficient strategies, and risk management. My goal is to deliver an enhanced, personalized service that prioritizes your financial goals through a client-centered, relationship-focused model.

I’m passionate about planning for the household as a whole, not just the individual — ensuring every voice is heard and every future is supported. I love helping families include the next generation in financial conversations early on, giving kids the tools and confidence to make smart decisions. Together, we build lasting legacies and flexible lifestyles that reflect your values and purpose.

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.