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Diltaj Kaur

About me

Name
Diltaj Kaur

Certifications and designations
CFP, CIM

Role
Wealth Planner

Branch / Area served
HHQ branch

Languages spoken
English, Hindi, Punjabi

Contact

Wealth Planner
Diltaj Kaur, CFP, CIM
604.288.3602 (Direct line)
Emaildiltaj.kaur@coastcapitalsavings.com

Partnering Financial Associate
Shanna Oud
604.517.7715 (Direct line)
Emailshanna.oud@coastcapitalsavings.com

Meet Diltaj

Helping my members gain financial confidence and peace of mind is at the heart of everything I do. Through a warm, member-centered approach, I'm committed to making financial planning and investments clear, approachable, and empowering — so members feel supported every step of the way. With over a decade of experience in financial planning and investment management, I specialize in creating personalized strategies that reflect each member’s unique goals and values. I take a holistic approach that includes retirement planning, wealth building, philanthropic giving, and responsible investing. I pride myself on building clear, customized financial plans that bring peace of mind and long-term stability.

Financial planning is about more than numbers, it's about helping people live with purpose and security. I'm committed to building lasting relationships based on trust, education, and compassion.

And when I'm not working, I enjoy exploring Vancouver’s outdoors with my daughters, hiking and soaking in the beauty of British Columbia, and staying engaged with my community as a member of the Board of Directors at the Kerrisdale Community Centre.

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.