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Kevin Scarsbrook

About me

Name
Kevin Scarsbrook

Certifications and designations
CFP, CIM, RIS, RRC

Role
Financial Planner

Branch / Area served
Aulds Road / Courtenay

Languages spoken
English

Contact

Financial Planner
Kevin Scarsbrook, CFP, CIM, RIS, RRC
250.760.1306 (Direct line)
Emailkevin.scarsbrook@coastcapitalsavings.com

Meet Kevin

I leverage more than two decades of experience to work with individuals and families who are committed to thinking differently about their investments. Every financial journey is unique, and needs to be tailored specifically to each client. It's my job to help them along their financial path while also coaching them to be more confident in their own financial knowledge and abilities. Whether it’s planning for retirement, leaving a family legacy through their estate or simply getting more comfortable with saving and investing, I make sure I understand what matters to them as a critical part of my my financial process. This process ensures each client is getting specialized personal strategies that work for their situation — now and in the future. Financial planning should be empowering, not overwhelming. Being a Certified Financial Planner® allows me to work with individuals and families throughout their different life stages for seamless transitions as their needs change.

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.