Skip to main content
Top of main content

Isaac Veeneman

About me

Name
Isaac Veeneman

Certifications and designations
CFP

Role
Associate Financial Planner

Branch / Area served
Cottonwood

Languages spoken
English

Contact

Associate Financial Planner
Isaac Veeneman
604.824.4406  (Direct line)
Emailisaac.veeneman@coastcapitalsavings.com

Meet Isaac

I am a Certified Financial Planner® professional, and I’m committed to the highest standards of professionalism, transparency, and diligence for the clients I serve.
I'm excited to work as a Financial Planner in the credit union system, where my career began almost eight years ago. Prior to my advisory career, I held roles in Product Management and Marketing functions. I earned a Bachelor's of Business Degree from University of the Fraser Valley, with a Finance Major and an Economics Minor, and I was proud to serve as Board Member on the Alumni Assocation from 2021 to 2022.
Fun fact: I once played drums at a concert with the Barenaked Ladies. It was the coolest thing I've ever done!

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.