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Omar Aziz

About me

Name
Omar Aziz

Certifications and designations
CFP, CIM

Role
Financial Planner

Branch / Area served
Delta

Languages spoken
English

Contact

Financial Planner
Omar Aziz, CFP, CIM
604.953.4425 (Direct line)
EmailOmar.Aziz@coastcapitalsavings.com

Meet Omar

With over 20 years of industry experience in building strong, collaborative relationships, I'm here to help you navigate the world of finance with confidence. My approach to financial advice is centered on you — I understand that everyone's financial journey is unique, shaped by your individual goals, dreams, and life circumstances. That's why I don't believe in a one-size-fits-all solution. I wants to truly understand what's important to you — whether that's planning for a comfortable retirement, saving for your children's education, growing your business, or simply achieving greater financial security. Together, we'll develop a personalized financial plan that aligns with your values and aspirations. I provide clear, straightforward guidance, empowering you to make informed decisions, and I'm there to support you every step of the way — adjusting your plan as your life evolves. My goal is to help you achieve your financial goals, reduce stress, and feel confident about your financial future. With the right guidance and a proactive approach, everyone can achieve financial wellbeing.

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.