To get to know Diltaj a bit better, we recently sat down and asked her a few questions. If you are interested in booking an appointment with Diltaj, please email her directly at diltaj.kaur@coastcapitalsavings.com
Tell us what keeps you in the wealth profession?
Financial literacy and empowerment are at the heart of my passion for the wealth profession. Many people feel overwhelmed by financial decisions, but with the right guidance, they can gain confidence and take control of their financial future. By simplifying complex concepts—whether it’s budgeting, saving, or investing—I help clients feel informed and empowered to make decisions that align with their goals.
Additionally, the dynamic nature of the industry, with constant learning and adaptation, aligns perfectly with my love for economics and finance. It’s a profession that allows me to combine my analytical skills with a genuine desire to help others thrive, making every day rewarding and fulfilling.
When people understand their financial options, they’re better equipped to face life’s challenges and seize opportunities. My approach is rooted in expertise and a passion for seeing others succeed.
You have quite a few letters behind your name on your business card, can you share the designations that you hold?
Holding both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations reflects expertise in financial planning and investment management. The CFP covers areas like retirement, tax strategies, and estate planning, while the CIM focuses on portfolio management and investment strategy. Together, they enable me to offer comprehensive, personalized financial solutions, aligning clients’ goals with effective investment strategies, while building trust through ethical standards and industry expertise.
How about outside of the office, what do you enjoy doing in your downtime?
As a Vancouver resident and mother of two, I love exploring the incredible natural beauty British Columbia has to offer. Whether it’s hiking along the stunning trails in BC’s parks or taking my daughters on outdoor adventures, I truly appreciate the active, nature-driven lifestyle here. When I’m not outdoors, I enjoy reading, binge watching Netflix and cooking. Living in BC allows me to balance my professional life with a love for nature and personal exploration.
Finally, why Coast Capital?
Coast Capital was an easy choice because it aligns with my values of community, integrity, and social responsibility. As a member-owned institution, Coast Capital prioritizes serving its communities, allowing me to contribute to the financial well-being of individuals and local organizations. The collaborative and inclusive culture fosters meaningful relationships with members, enabling personalized service and helping them achieve their financial goals. Additionally, Coast Capital offers professional growth opportunities, a healthy work-life balance, and competitive benefits, making it an ideal environment for someone committed to making a positive impact.
