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Emily Champagne

About me

Name
Emily Champagne

Role
Financial Planner

Branch / Area served
Sooke

Languages spoken
English, French

Contact

Financial Planner
Emily Champagne
236.638.6060 (Direct line)
Emailemily.champagne@coastcapitalsavings.com

Meet Emily

I have over six years of experience helping clients build, manage, and protect their wealth. At Coast Capital Wealth Management, I provide advice designed to align with each client’s unique goals, values, and life circumstances.
My approach is holistic and client-centered, ensuring that every aspect of financial wellbeing is considered — from investment and retirement planning to tax strategy considerations. I take pride in fostering long-term relationships grounded in trust, transparency, and personalized advice.
I hold a Master of Global Business (MGB) from the University of Victoria and a Bachelor of Commerce from Royal Roads University. My studies abroad in South Korea and France broadened my perspective on global markets and enhanced my ability to provide well-rounded, forward-thinking financial guidance.
Passionate about continuous learning and meaningful client impact, I strive to empower individuals and families to make confident, strategic decisions that support their long-term prosperity.

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.