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Derek Kurucz

About me

Name
Derek Kurucz

Certifications and designations
CFP, EPC, BA

Role
Financial Planner

Branch / Area served
West Broadway / Yaletown

Languages spoken
English

Contact

Financial Planner
Derek Kurucz, CFP, EPC, BA
604.288.3591 (Direct line)
EmailDerek.Kurucz@coastcapitalsavings.com

Partnering Financial Associate
Parvin Hooshi
604.288.3110 (Direct line)
Emailparvin.hooshi@coastcapitalsavings.com

Meet Derek

Financial planning can be a complicated and intimidating topic, often leading people to avoid the subject and delay taking action until its too late. I pride myself in my ability to simplify complex financial concepts into easy-to-understand strategies, resulting in focused solutions for our members. In 20+ years of investment experience and 16 years as a Certified Financial Planner, I have helped our members navigate their different life stages through changeable market environments. Our comprehensive process employs advanced tools and software to create personalized plans that include retirement income planning, a diverse mix of investment solutions, tax and estate planning strategies. Throughout my career, I've enjoyed the rewarding experience of witnessing the financial success of my clients through the financial planning partnerships I've nurtured in that time. The best part of my role is seeing Coast Capital members thrive with the confidence of knowing that they have a strong financial foundation in place.

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.