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Nitant Patel

About me

Name
Nitant Patel

Role
Wealth Advisor

Branch / Area served
Strawberry Hill / Newton

Languages spoken
English, Hindi, Gujarati

Contact

Wealth Advisor
Nitant Patel
604.517.7169 (Direct line)
Emailnitant.patel@coastcapitalsavings.com

Meet Nitant

As a Wealth Advisor, I’m committed to helping clients build financial confidence through personalized strategies that reflect their goals, values, and life stage. Whether you’re just starting out, navigating a major transition, or planning for retirement, I believe every plan should be as unique as the person behind it. I take a tailored approach to wealth management, focusing not just on numbers, but on the bigger picture — where you are today, where you want to go, and how we can get there together. I’m passionate about financial education and make it a priority to ensure clients understand the 'why' behind every recommendation. That transparency helps foster clarity, empowerment, and better decision-making over the long term. Above all, I value trust and enduring relationships. I aim to be a long-term partner in your financial journey, providing guidance through life’s changes and milestones with care, integrity, and a steadfast commitment to your success.

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.