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Loring Kim

About me

Name
Loring Kim

Certifications and designations
CFP

Role
Financial Planner

Branch / Area served
Georgia

Languages spoken
English

Contact

Financial Planner
Loring Kim, CFP
604.288.3947 (Direct line)
EmailLoring.Kim@coastcapitalsavings.com

Meet Loring

I've been with Coast Capital Savings for my entire financial career, beginning in 2005 — so I bring decades of experience in helping our members fulfill their financial goals. As a devoted husband and father, it has been a pleasure to grow my family alongside Coast Capital and our members over the years. I've built an approach based on trust, experience, transparency and an in-depth understanding of financial planning. I have been through it all with our members, having successfully helped navigate the most volatile of market conditions over the years. My areas of expertise involve retirement and income planning, estate planning, investment strategies, and general financial coaching. I also utilize a team of specialists — such as insurance specialists, lending specialists and tax specialists — to assist with the complex and varied needs of our membership. The most rewarding part of my career has been seeing my clients achieve their financial milestones after a strong financial foundation was put in place. Outside of work, I enjoy spending time with family on camping trips.

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.