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Rani Aulakh

About me

Name
Rani Aulakh

Certifications and designations
PFP

Role
Financial Planner

Branch / Area served
Sunshine Hills

Languages spoken
English, Hindi, Punjabi

Contact

Financial Planner
Rani Aulakh, PFP
604.953.5641 (Direct line)
Emailrani.aulakh@coastcapitalsavings.com

Partnering Financial Associate
Ashmeet Gill
604.517.7032 (Direct line)
Emailashmeet.gill@coastcapitalsavings.com

Meet Rani

I'm a Financial Planner with over 25 years of experience, specializing in investment strategies, retirement and tax planning, and Wealth planning. I'm dedicated to helping individuals, families, and businesses to achieve their long-term financial success through my holistic, comprehensive planning approach. I believe that the best advice is about more than numbers. It’s about creating peace of mind, and helping members feel empowered and in control of their future thanks to a reliable, structured process. My financial plans and recommendations are tailor made to truly understand members' unique needs, and to establish honest relationships that bring clarity, confidence, and peace of mind to every financial journey. When I'm not helping clients, I enjoy staying active in the community, traveling, and spending time with family.

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.