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Nicki Dunn

About me

Name
Nicki Dunn

Certifications and designations
CFP, PFP

Role
Financial Planner

Branch / Area served
Clearbrook

Languages spoken
English

Contact

Financial Planner
Nicki Dunn, CFP, PFP
604.852.7027 (Direct line)
Emailnicki.dunn@coastcapitalsavings.com

Partnering Financial Associate
Paige Janzen
604.852.7020 (Direct line)
EmailPaige.Janzen@coastcapitalsavings.com

Meet Nicki

I believe in the importance of planning and saving for the future, while also recognizing that enjoying your lifestyle now is essential for happiness and success. I've been in the financial service industry for almost 20 years, and have focussed on financial planning since 2013. In 2016 I joined Coast Capital Wealth Management, where I found an aligned commitment to helping members achieve their goals sooner. I grew up in a family business, where I discovered a passion for helping clients take control of their finances and achieve financial independence. Today, I hold a Certified Financial Planner® designation, as well as a Certificate in Estate Planning and Trust Strategies to ensure I can provide expert guidance and support for my members. I'm committed to empowering my members with the confidence and tools they need to succeed — allowing everyone to define what success means to them personally.

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.

View all advisors

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.