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Shawn Gowitt

About me

Name
Shawn Gowitt

Certifications and designations
CFP, CIM, RIS

Role
Wealth Planner

Branch / Area served
Bay Centre / Shelbourne

Languages spoken
English

Contact

Wealth Planner
Shawn Gowitt, CFP, CIM, RIS
250.483.8245 (Direct line)
Emailshawn.gowitt@coastcapitalsavings.com

Wealth Advisor
Anand Zutshi
250.483.8461 (Direct line)
Emailanand.zutshi@coastcapitalsavings.com

Partnering Financial Associate
Amrit Parmar
604.288.3434 (Direct line)
Emailamrit.parmar@coastcapitalsavings.com

Meet Shawn

In my role as a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), I'm passionate about improving the financial wellbeing of my clients. With a focus on strategic tax efficiency and disciplined portfolio management, I work closely with business owners and affluent individuals to help them make confident, informed financial decisions.
In my capacity as Wealth Planner, I build tailored, goal-oriented strategies designed to grow and protect wealth over the long term. I believe that financial planning should be both accessible and empowering — delivering clarity in complex situations and solutions that evolve with each client's needs.
Outside of work, I'm a proud husband and father of two, and enjoy spending time with my family — including our dog — traveling, cooking, and staying active with the family's many extracurricular activities. A lifelong sports enthusiast, I also find time to unwind on the golf course, softball field, or volleyball court.
My approach is grounded in trust, personal connection, and a deep commitment to helping my clients live the life they envision — both now and in the future.

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.