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Kelly Boyda

About me

Name
Kelly Boyda

Certifications and designations
PFP

Role
Financial Planner

Branch / Area served
Ocean Park / Grandview

Languages spoken
English

Contact

Financial Planner
Kelly Boyda, PFP
604.517.7082 (Direct line)
Emailkelly.boyda@coastcapitalsavings.com

Meet Keely

Utilizing nearly two decades of experience, I empower individuals to make smart financial decisions that build and grow their wealth. Recognizing that procrastination can hinder financial goals, I guide clients through foundational financial principles including the 'Three Buckets of Money' approach. My process begins with a deep discovery conversation to understand your priorities, and together, we'll create a tailored financial plan that aligns with what matters most to you. As your goals evolve, we continuously update your plan to ensure it remains aligned. As a behavioural investment coach, I help clients navigate market fluctuations and recoveries by addressing behavioural biases that can lead to poor investment decisions. By choosing a credit union over big banks, I emphasize how clients can benefit from member-focused values, commitment, and results. Clients trust me to help them make informed decisions, enabling them to grow their wealth quicker than expected. Supported by a team of experts, I offer comprehensive financial planning and specialist referrals when needed.

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.