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Craig Kerridge

About me

Name
Craig Kerridge

Certifications and designations
PFP, RIS

Role
Financial Planner

Branch / Area served
Beverly Corners

Languages spoken
English

Contact

Financial Planner
Craig Kerridge, PFP, RIS
250.701.4106 (Direct line)
Emailcraig.kerridge@coastcapitalsavings.com

Meet Craig

I work and live in the Cowichan Valley, where I was born and raised. My aim is to guide you on your journey to financial security through carefully-tailored financial planning and advice. With over two decades of experience in the financial services industry, I bring a broad spectrum of knowledge to the financial planning process. For those who value an ethical approach to their investment plan, I specialize in responsible investing. My ability to take the many complexities of your finances and simplify them into a plan tailored to your specific needs brings enormous value and peace of mind to my clients. I know that the greatest benefit any adviser can offer is their professional expertise and advice. Markets and investments can help you grow your money, but well-crafted, well-informed, customized and timely advice can have the most significant positive impact on your financial future. I'm here to provide that advice and act as your financial navigator.

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.