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About me

Name
Michael Cappus

Certifications and designations
CFP

Role
Financial Planner

Branch / Area served
Central Saanich

Languages spoken
English

Contact

Financial Planner
Michael Cappus, CFP
250.483.8326 (Direct line)
Emailmichael.cappus@coastcapitalsavings.com

Partnering Financial Associate
Wei Chen (Wrenn) Liao
250.483.8310 (Direct line)
Emailweichen.liao@coastcapitalsavings.com

Meet Michael

As a dedicated Certified Financial Planner®, I'm committed to guiding my clients through all financial matters with clarity and confidence — helping them achieve their dreams and secure brighter futures for their families. With over 10 years of experience providing personalized financial advice, I specialize in developing tailored strategies for wealth management, retirement planning, and risk assessment. My ongoing commitment to learning ensures I stay current with industry best practices — allowing me to serve my clients with expertise and integrity. I believe in building strong relationships rooted in trust and understanding. My priority is always my clients’ best interests, and I'm passionate about supporting them every step of the way. I'm dedicated to continuous growth so I can become 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.