We are excited to share the news that seasoned wealth professional, Trevor Gatson, is returning to Coast Capital Investment Management as Financial Planner. Trevor brings more than two decades of experience to his role and a passion for partnering with members to build better futures through comprehensive, customized financial planning.
To get to know Trevor a bit better, we recently sat down and asked him a few questions. If you are interested in booking an appointment with Trevor, please email him directly at Trevor.Gatson@coastcapitalsavings.com or book via his Financial Associate (Denny Nunn) at 604.517.7014.
Tell us what keeps you in the wealth profession?
It is the people. It has always been my clients. I am passionate about helping my clients build their futures whether that is their business or their personal finances. Everyone has a unique story, a unique perspective and unique needs, I love learning about people, hearing their stories and helping develop financial plans that align to those unique needs.
You have quite a few letters behind your name on your business card, can you share the designations that you hold?
I truly believe in and value continued education and growth. I am a tenured Certified Financial Planner and hold my Elder Planning Councilor.
How about outside of the office, what do you enjoy doing in your downtime?
With five kids, I spend most of my time serving as a taxi service between sports and other activities. I love it though. I also squeeze in a round of golf every now and then and enjoy volunteering with Coquitlam Little League through the baseball season.
Finally, why Coast Capital?
I am so excited to be back with this organization! I was originally with Coast when I first began my career in the Financial Services Industry back in 2003 and worked my way up to a Financial Planner role at Coast Capital Savings. Now I am back because I love what this organization stands for. I have long admired the member-centered approach that Coast has and the way that they show up for their communities.
As a social purpose organization, the values here at Coast align closely to my personal and professional values. It is a great fit for me and I am thrilled to be here and look forward to building long and lasting relationships with our members.