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Trevor Gatson

About me

Name
Trevor Gatson

Certifications and designations
CFP, EPC, RIS

Role
Wealth Planner

Branch / Area served
Coquitlam / North Rd

Languages spoken
English

Contact

Wealth Planner
Trevor Gatson, CFP, EPC, RIS
604.953.5724 (Direct line)
Emailtrevor.gatson@coastcapitalsavings.com

Wealth Advisor
Nancy Tania
604.953.5585 (Direct line)
EmailNancy.Tania@coastcapitalsavings.com

Partnering Financial Associate
Denny Nunn
604.517.7014 (Direct line)
Emaildenny.nunn@coastcapitalsavings.com

Meet Trevor

In more than 20 years of experience in the financial services industry, I’ve had the privilege of helping individuals, families, and small business owners navigate life’s financial complexities with confidence and clarity. I’ve been a Certified Financial Planner (CFP®) since 2009, and I also hold designations as an Elder Planning Counsellor (EPC) and Responsible Investment Specialist (RIS).

My practice is rooted in building long-term relationships based on trust, transparency, and a deep understanding of what matters most to my clients. I have a particular passion for retirement planning and small business strategies — helping clients align their financial goals with a clear, actionable plan for the future.

Outside the office, I’m a proud parent of five amazing kids who keep me busy with their passions in hockey, baseball, golf, and dance. Just like in my professional life, I value teamwork, dedication, and the importance of having a plan — whether it’s on the ice, the diamond, or the stage.

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.