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Employee Spotlight: Jaya Virk

To get to know Jaya a bit better, we recently sat down and asked her a few questions. If you are interested in booking an appointment with Jaya, please email her directly at jaya.virk@coastcapitalsavings.com

Tell us what keeps you in the wealth profession?

It has always been my client. I’ve built meaningful relationships over the years, connections to them and their families. I get to know what is important to them at their core and build financial plans with that focus so they have peace of mind.

You have quite a few letters behind your name on your business card, can you share the designations that you hold?

I hold the Personal Financial Planning designation, which provides me with the knowledge, skills, and abilities to ensure my members’ financial needs are addressed.

How about outside of the office, what do you enjoy doing in your downtime?

I enjoy being outside in nature; going for a hike, walk or run. Any good weather we get I make time to go out and enjoy it.

Finally, why Coast Capital?

I am excited to start my journey with Coast. I’ve always admired the organization’s focus on its members and employees. Joining a team that focuses on its people and the community makes me look forward to building a career well into my own retirement plan.

Along with being able to give back to the communities we all live and work in as a commitment.

 

 

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Neha Mehta

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