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Chris Van

About me

Name
Chris Van

Certifications and designations
PFP

Role
Financial Planner

Branch / Area served
Westshore

Languages spoken
English

Contact

Financial Planner
Chris Van, PFP
778.391.5888 (Direct line)
EmailChris.Van@coastcapitalsavings.com

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

Meet Chris

Every client comes with different ideas, challenges, and priorities. A personalized approach is paramount — developing a rapport with each client, listening to them, and truly understanding what they're looking to accomplish. My goal is to simplify complex financial matters and provide clear, actionable strategies to allow our members to achieve their financial objectives.

I have over 15 years in the financial and investment space in both banking and private wealth management, including three years consulting on mutual fund and ETF investments at a global asset management firm. I hold a Bachelor of Commerce degree in Business Management, and an associate’s degree in Financial Planning alongside the Personal Financial Planning PFP® designation from the Canadian Securities Institute.

When I’m not helping clients, I love to explore everything that Vancouver Island has to offer. I’m often found snowboarding in the winter, and camping or golfing the rest of the year with my friends and family.

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.