Last year, we wanted to help more of our members take control of their finances by connecting them with one of our expert Coast Capital advisors. And by attending an appointment during our Electric Vehicle Contest period, they’d be given a chance to win a coveted electric vehicle.
For our eventual winner, Amelia, it started with a branch visit like any other. “It was just a regular appointment,” she tells us. “Informative, helpful… just making sure that I understand what I’m doing with my money.”
“I didn’t think anything of it at the time,” she says. “Then a month later I got a a phone call from Chris, the branch manager. They let me know and I was speechless! Honestly I think I shed a couple tears of excitement.”
Amelia has been a member with Coast Capital since her mom set her up with an appointment as a child. “She’s been my client for a few years,” says Coast Capital advisor Ajay. “She’s very hardworking and very committed. She’s my client who I really helped — I was over the moon.”
As for Amelia herself, she’s delighted that this routine appointment took such an unexpected turn. “Just stepping into a reliable vehicle, and an electric at that… financially it’s a big help and I’m again super grateful!”
Congratulations Amelia!
The stuff we have to say.
Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Worldsource Financial Management Inc. 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 simplified prospectus. Please read the fund facts carefully before investing. Only deposits held in Canadian currency, having a term of five years or less and payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.
