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Dale Nguyen

About me

Name
Dale Nguyen

Certifications and designations
CFP, CIM, RIS

Role
Wealth Planner

Branch / Area served
Walnut Grove / Langley

Languages spoken
English, Vietnamese

Contact

Wealth Planner
Dale Nguyen, CFP, CIM, RIS
604.240.5016 (Direct line)
Emaildale.nguyen@coastcapitalsavings.com

Wealth Advisor
Mina Safarizal
604.517.7286 (Direct line)
Emailmina.safarizal@coastcapitalsavings.com

Partnering Financial Associate
Shae Spowart
604.517.7291 (Direct line)
EmailShae.Spowart@coastcapitalsavings.com

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

Meet Dale

As an experienced financial professional with over 28 years in wealth management, I offer a structured approach that secures your financial wellbeing and provides peace of mind. Having arrived in Canada as a refugee, I understand firsthand the hard work and dedication required to save and grow your money.

I'm passionate about helping you achieve your financial and personal goals through customized advice that is both practical and easy to understand. I specialize in implementing tax-efficient strategies, ensuring that you retain more of your hard-earned money for you and your loved ones. Outside of work, I enjoy coaching tennis and inspiring others to embrace a fun and healthy lifestyle.

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.

View all advisors

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.