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Monica Bisaillon

About me

Name
Monica Bisaillon

Certifications and designations
CFP, BA

Role
Financial Planner

Branch / Area served
Ironwood

Languages spoken
English

Contact

Financial Planner
Monica Bisaillon, CFP, BA
604.288.3239 (Direct line)
Emailmonica.bisaillon@coastcapitalsavings.com

Meet Monica

Over three decades as a Certified Financial Planner® with Coast Capital Savings, I've guided individuals and families through every stage of their financial lives. My expertise lies in developing practical strategies tailored to individual needs — ensuring financial confidence through all of life’s changes. Whether you're planning for retirement, managing investments, or preparing for major milestones, my approach is designed to provide clarity and peace of mind. Meaningful conversations are at the core of my practice. I listen closely to my clients to understand what truly matters to them, crafting plans that align with your personal goals. To me, building long-term relationships based on trust and collaboration is essential. My priority is to empower clients with well-structured solutions that help them stay focused on what’s most important. Outside of work, I enjoy spending time in nature with my family and dog. I find balance through gardening, hiking, and paddling — appreciating the beauty of BC’s landscapes.

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.