Christopher van
Wealth Advisor @Coast Capital Wealth Management
Victoria, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2024 — Present
Wealth Advisor @Coast Capital Wealth Management
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EDUCATION
2005 — 2008
George Brown Polytechnic
Finance, Financial Planning and Services
2014 — 2015
Canadian Securities Institute
Personal Financial Planner, Exams 1 & 2
2016 — 2019
Athabasca University Faculty of Business
Bachelor of Commerce (B.Com.), Finance, General
2009
Canadian Securities Institute
CSC - Canadian Securities Course
SKILLS
Financial PlaInvestmentCreditCustomer ServiceLeadershipMarketing StrategySocial MediaMicrosoft OfficeFinancial AnalysisBankingSalesFinanceMicrosoft ExcelInvestmentsFinancial ServicesPortfolio ManagementRisk ManagementWealth ManagementStrategic PlanningFinancial AdvisoryFinancial PlanningLoansRetail BankingMutual FundsMortgage Lending
ABOUT CHRISTOPHER VAN
Results driven financial professional with a passion for financial analysis, credit, investment management, and assisting and achieving both team and client objectives. Ability to consistently reach and exceed client expectations by building strong rapport and reliable relationships resulting in facilitating both client and business growth.
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