Muirgheal Bascia

Wealth Planner
Coast Capital Investment Management/ Worldsource Securities Inc

popup medal icon RIA: Certified

As your trusted advisor, I am committed to helping you maintain financial security throughout life’s changes while capitalizing on the transition to more sustainable solutions for our community and the environment.Why I love what I do. With the support of a team of experts, advanced technology, and years of experience in personal finance, I collaborate with my clients to implement an investment program tailored to their needs and aligned with their values. I help them stay on track to achieve their goals by revisiting their personalized financial strategies along the way. The highest compensation that I can earn while serving them is their trust. I have a thirst for continuous education and a diverse background ranging from physics and chemistry, theatre, and choreography, to a combination of traditional wellness arts. However, I am most grateful for what the “University of Life” has taught me. I began investing in my early twenties to raise funds to support and empower abused children. Within a year, thanks to my portfolio performance, I helped establish a circus arts’ school for them. Moreover, I began offering fundamental and technical analysis to local investors.More about Muirgheal.When not taking care of my clients’ financial well-being, you can see me with my young daughter biking through forest trails, building teepees on the beach and picking up garbage on our way, as well as kayaking, snowboarding or rock climbing. Over the years, I have been supporting animal welfare organizations and local sanctuaries. I am engaged in associations offering transition housing to young mothers. Having earned my pilot’s license, I hope to volunteer in search and rescue in the future. As a Registered Representative I can offer a wide range of investments. I am a Certified Financial Planner and have earned the Responsible Investment Advisor Certification.

Services Offered in RI
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Taxation planning
  • Investment management
Minimum Account Size

$500,000+

$1,000,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • British Columbia