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Jaya Virk

About me

Name
Jaya Virk

Certifications and designations
PFP

Role
Financial Planner

Branch / Area served
Semiahmoo

Languages spoken
English, Punjabi

Contact

Financial Planner
Jaya Virk, PFP
604.953.5567 (Direct line)
Emailjaya.virk@coastcapitalsavings.com

Partnering Financial Associate
Daniela Slamaj
778.391.6523 (Direct line)
Emaildaniela.slamaj@coastcapitalsavings.com

Meet Jaya

With 20+ years in the financial services industry — and the last 10 specializing in Financial Planning — I appreciate how good financial advice is now more important than ever. I take a long-term approach to planning, and believe that with a detailed plan, reviewed and updated regularly, my clients will have the financial resources to realize their goals and stay on track. I believe in building meaningful relationships with my members — getting to know what’s important to them at their core, and building financial plans with that focus so they can enjoy peace of mind. As my members go through different stages of life, I'm with them every step of the way to provide them with the options and knowledge to make sound financial decisions.

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.