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Yifan Yan

About me

Name
Yifan Yan

Certifications and designations
CFP

Role
Associate Financial Planner

Branch / Area served
Clayton

Languages spoken
English, Mandarin

Contact

Associate Financial Planner
Yifan Yan
604.517.7272 (Direct line)
Emailyifan.yan@coastcapitalsavings.com

Meet Yifan

I'm driven by a passion for empowering individuals, professionals and business owners to build financial security, and committed to guiding my clients through every stage of their financial journey with comprehensive financial planning designed to help them achieve their most important life goals. As a Certified Financial Planner® Professional with over seven years of dedicated financial planning experience, I specialize in creating customized strategies for retirement, wealth preservation, risk management and tax optimization. My approach centres on crafting personalized solutions that align with each client's unique financial goals.

I firmly believe that true financial success is built upon a strong foundation of mutual trust and transparency, coupled with ongoing education and proactive planning. By understanding your unique vision, I create adaptable strategies for all of life’s milestones. I take immense pride in serving as a fiduciary, meaning I’m legally and ethically bound to put your interests first. My financial plans are built on three pillars: clarity (helping you understand your options), confidence (making informed decisions), and management (staying on track to meet your goals).

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.