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Rizwan Mohamed

About me

Name
Rizwan Mohamed

Certifications and designations
BBA, CFA, CFP

Role
Financial Planner

Branch / Area served
Cambie / Ironwood

Languages spoken
English, Gujarati, Kutchi

Contact

Financial Planner
Rizwan Mohamed, BBA, CFA, CFP
604.288.3272 (Direct line)
Emailrizwan.mohamed@coastcapitalsavings.com

Partnering Financial Associate
Andrea Burbine
604.288.3399 (Direct line)
Emailandrea.burbine@coastcapitalsavings.com

Meet Rizwan

I’m dedicated to helping individuals and families navigate their financial lives with clarity and confidence. My approach is rooted in open communication, thoughtful planning, and a genuine commitment to each client’s success. I believe financial guidance should be both accessible and empowering. Since beginning my career in 2000, I’ve developed deep expertise in investment management, retirement planning, and holistic financial strategies. As both a Certified Financial Planner® and a CFA® Charterholder, I bring a comprehensive perspective that blends analytical rigor with practical advice. I work closely with clients to create personalized strategies that reflect their values, needs, and long-term goals. I’m passionate about building strong, lasting relationships and providing support that goes beyond numbers. My role is to help clients feel prepared for life’s transitions and confident in the decisions they make. Outside the office, I enjoy spending time with my family. Every client journey is unique, and I’m honored to be a trusted partner along the way.

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.