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Tammie L'Heureux

About me

Name
Tammie L'Heureux

Certifications and designations
CFP, QAFP, BAA

Role
Financial Planner

Branch / Area served
Meadowtown

Languages spoken
English

Contact

Financial Planner
Tammie L'Heureux, CFP, QAFP, BAA
604.953.5755 (Direct line)
Emailtammie.l'heureux@coastcapitalsavings.com

Meet Tammie

I've developed a comprehensive understanding of the banking and financial sectors across my 20+ years of experience with Coast Capital Savings. And since joining Coast Capital Wealth Management in 2016, I have dedicated myself to providing top-tier financial planning services. In 2021, I advanced to the role of Financial Planner, and hold a Certified Financial Planner® (CFP) designation. My academic background in psychology, with a Bachelor of Applied Arts, further enriches my ability to connect with clients on a deeper level by understanding their unique needs and aspirations. My philosophy is simple yet powerful: the best advice and financial plans stem from truly understanding my clients, and establishing honest, trusting relationships with them. I'm dedicated to empowering my clients with the knowledge and confidence they need to achieve their goals. One of my greatest passions is working with women-led households. I'm committed to ensuring that these women feel fully empowered in their ability to manage their finances — providing them with the tools and support they need to thrive in their lives and financial journeys.

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.