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Jason Perez

About me

Name
Jason Perez

Certifications and designations
CFP

Role
Financial Planner

Branch / Area served
Fleetwood

Languages spoken
English

Contact

Financial Planner
Jason Perez, CFP
604.517.7129 (Direct line)
Emailjason.perez@coastcapitalsavings.com

Meet Jason

I’ve been part of the financial services industry since 2005, where I've developed a strong passion for finance and financial planning. My experience spans both retail banking and wealth management, giving me a well-rounded perspective on supporting clients at various stages of their financial journeys. I enjoy leveraging my background and education to help clients achieve their financial goals and take pride in simplifying complex financial concepts — making them easier for our members to understand and apply.

My approach is centered on building strong, lasting relationships. I take the time to understand your full financial picture so I can provide personalized advice tailored to your unique needs. This isn’t a one-time conversation — it’s an ongoing partnership. Through a combination of investment strategies, retirement and estate planning, and risk management, we’ll work together over the years to adapt and grow your financial plan as life evolves.

Outside of work, I enjoy traveling, basketball, snowboarding, trying cuisines from around the world, drinking specialty coffee, and spending quality time with family and friends.

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.