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Marcus Liang

About me

Name
Marcus Liang

Certifications and designations
CFP, CIM

Role
Financial Planner

Branch / Area served
Metrotown

Languages spoken
English, Cantonese, Mandarin

Contact

Financial Planner
Marcus Liang, CFP, CIM
604.288.3511 (Direct line)
Emailmarcus.liang@coastcapitalsavings.com

Meet Marcus

As a dedicated Certified Financial Planner, I'm committed to guiding our members through all financial matters with clarity and confidence — helping them achieve their dreams and secure a brighter future. With over 12 years of experience in providing personalized financial advice, I specialize in developing tailored strategies for wealth management, retirement planning, tax planning, estate planning, and risk assessment. My ongoing commitment to learning ensures I stay up to date with industry best practices, allowing me to serve my members with expertise and integrity. I believe in building strong relationships rooted in trust and understanding. My priorities are always my clients’ best interests, and I'm passionate about supporting them every step of the way. I'm dedicated to continuous growth in order to be the most effective advisor I can for those I serve.

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.