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Paul Hartanto

About me

Name
Paul Hartanto

Certifications and designations
CFP, CIM, CLU, BA Econ

Role
Financial Planner

Branch / Area served
Brookswood

Languages spoken
English

Contact

Financial Planner
Paul Hartanto, CFP, CIM, CLU, BA Econ
604.517.7270 (Direct line)
Emailpaul.hartanto@coastcapitalsavings.com

Associate Financial Planner
Yifan Yan, CFP
604.953.5585 (Direct line)
Emailyifan.yan@coastcapitalsavings.com

Partnering Financial Associate
Kell O'Keefe
604.517.7276 (Direct line)
Emailkell.okeefe@coastcapitalsavings.com

Meet Paul

I joined Coast Capital Wealth Management in 2008, and have a passion for helping my clients put all the pieces of their financial puzzles together — even the ones they didn’t know they were missing. I believe that wealth should serve a purpose for what's most important to my clients, so I take the time to understand what matters to you, and empower you with effective financial advice tailored to your goals. I graduated from the Bachelor of Arts program at UBC with a focus on Economics, but I'm also a lifelong learner, having since obtained the following industry designations: Certified Financial Planner™ (CFP), Chartered Investment Manager®(CIM), and Chartered Life Underwriter® (CLU). A self-professed foodie, my other great passion is my appreciation for great dining experiences — along with a never-ending search for the perfect cocktail. As such, I'm an excellent resource for memorable dining recommendations and always open to learning about what dining experiences my clients enjoy.

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.