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Jonathon L'Abbee

About me

Name
Jonathon L'Abbee

Certifications and designations
CFP, BA

Role
Financial Planner

Branch / Area served
Guildford

Languages spoken
English

Contact

Financial Planner
Jonathon L'Abbee, CFP, BA
604.517.7072 (Direct line)
Emailjonathon.l'abbee@coastcapitalsavings.com

Partnering Financial Associate
Gary Yee
604.288.3277 (Direct line)
Emailgary.yee@coastcapitalsavings.com

Meet Jonathan

As a Certified Financial Planner (CFP), I’m committed to putting clients first by creating a safe, welcoming space for open conversations about money. I design personalized financial roadmaps that align with each member’s goals, so you can feel confident about your spending — without the fear of running out. With nearly 20 years of experience — from starting on the front lines to joining the Wealth team at Coast Capital — I’ve grown alongside an organization that’s continually invested in me. I’ve built a trusted network of professionals during that time, so even if I don’t have the answer right away, I know where to find it. Just as we rely on specialists in other areas of life, your finances deserve the same level of partnership and expertise. I believe in being that go-to person to support you throughout your financial journey. Outside of work, my wife and I share our home with our elderly dog and enjoy traveling and discovering new places together.

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.