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Stephen English

About me

Name
Stephen English

Certifications and designations
PFP

Role
Financial Planner

Branch / Area served
Tillicum

Languages spoken
English

Contact

Financial Planner
Stephen English, PFP
250.483.8938 (Direct line)
EmailStephen.English@coastcapitalsavings.com

Partnering Financial Associate
Wei Chen (Wrenn) Liao
250.483.8310 (Direct line)
Emailweichen.liao@coastcapitalsavings.com

Meet Stephen

I have more than 18 years of experience in finance — including leadership roles at one of Canada’s largest banks, and most recently, as a private wealth advisor with high net worht clients. I joined Coast Capital Wealth in early 2024, and brought a deep commitment to helping clients achieve their goals with clarity and confidence. Throughout my career, I've supported individuals and families — including business owners and family offices — through tailored, strategic advice. My areas of expertise include tax-minimization strategies, legacy planning, and philanthropic giving. I lead with a goals-based planning approach — ensuring each strategy reflects your vision and adapts as needs evolve. I have a unique, client-driven process that provides consistency in delivering meaningful value across every stage of the advisor-client relationship. Known for my thoughtful and collaborative style, I build trusted relationships and deliver advice that's grounded in care and expertise. Outside of work, I enjoy spending time with my family, surfing, skiing, and reading — helping me stay connected to what matters most.

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.