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Helen Tsougrianis

About me

Name
Helen Tsougrianis

Certifications and designations
CFP, RIS, BA Econ

Role
Financial Planner

Branch / Area served
Broadmead / Shelbourne

Languages spoken
English, Greek (conversational)

Contact

Financial Planner
Helen Tsougrianis, CFP, RIS, BA Econ
250.483.8372 (Direct line)
Emailhelen.tsougrianis@coastcapitalsavings.com

Wealth Advisor
Andy van Geyzel
250.483.8324 (Direct line)
EmailAndy.vanGeyzel@coastcapitalsavings.com

Partnering Financial Associate
Annette Shumey
250.483.8234 (Direct line)
Emailannette.shumey@coastcapitalsavings.com

Meet Helen

I have more than 20 years of experience in different roles across the financial sector, but financial planning is where my passion for helping people shines. Growing up in family businesses has led me to focus on earning your trust as a partner on this journey, building knowledge, and remaining transparent. I’ve worked in many areas of the financial industry, but today I specialize in retirement planning, investment strategies, inter-generational wealth transfer, and financial coaching. I aim to educate my clients by simplifying complex financial concepts, empowering them to make informed decisions that support their long-term success. My goal is to work alongside you, to provide comfort and peace of mind when handling life’s curveballs. Whether celebrating the big wins like home ownership, preparing for the lifestyle shift of retirement, or dealing with the inevitable passing of a loved one, I'll partner with you through all of it. Outside of work, I volunteer my time with the local Greek Community, and enjoy spending time with friends and family.

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.