David B. Ha
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David B. Ha Email & Phone Number

Financial Advisor at Coast Capital Wealth Management
Location: Surrey, British Columbia, Canada 6 work roles 8 schools
1 work email found @coastcapitalsavings.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@coastcapitalsavings.com
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Current company
Coast Capital Wealth Management
Role
Financial Advisor
Location
Surrey, British Columbia, Canada
Company size
47 employees

Who is David B. Ha? Overview

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Quick answer

David B. Ha is listed as Financial Advisor at Coast Capital Wealth Management, a with 47 employees, based in Surrey, British Columbia, Canada. AeroLeads shows a work email signal at coastcapitalsavings.com and a matched LinkedIn profile for David B. Ha.

David B. Ha previously worked as Credit Analyst; Business Partners at Jpmorgan Chase and Financial Service Advisor; Service to Sales at Jp Morgan Chase. David B. Ha holds Llqp Insurance Course from Canadian Securities Institute.

Company email context

Email format at Coast Capital Wealth Management

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dha@coastcapitalsavings.com
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AeroLeads found 1 current-domain work email signal for David B. Ha. Compare company email patterns before reaching out.

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Profile bio

About David B. Ha

Financial Advisor with over 15 years of experience in Wealth Management. Self-driven and dedicated financial and insurance professional, passionate about helping clients develop sound, long term financial and risk management decisions. Comprehensive knowledge in investment, risk management, retirement and estate planning. Self-disciplined with the ability to work effectively as part of a team and independently. Outgoing personality with a natural tendency to develop meaningful relationships and a sincere desire to help others. Positive attitude and willingness to be accountable for results. Organized, detail-oriented, excellent time-management skills and keen about continuous learning. Effective communicator with excellent listening skills and ability to explain complex information in a simple and concise manner. Fluent in English and Vietnamese.

Listed skills include Banking, Credit, Leadership, Customer Service, and 21 others.

Current workplace

David B. Ha's current company

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Coast Capital Wealth Management
Coast Capital Wealth Management
Financial Advisor
800-9900 King George Blvd, Surrey,British Columbia V3T 0K7,Canada
Website
coastcapitalsavings.com
Employees
47
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Company profile
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6 roles

David B. Ha work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Coast Capital Wealth Management

Surrey, Bc

Helping member with their investment and retirement planning needs in a Contact Center setting. (Fast and rapid paced). Managing and updating client portfolios. Answering client questions about their financial plans and strategies and giving financial advice. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting the members' financial goal. Supporting our Contact Center Investment clients, as well as our Branch Investment client, organization wide. Work closely with our Financial Planners and Licensed Branch staff. Partnering with our Mobile Insurance & Estate Specialists to ensure customer insurance needs are met. Resource to my peers in regards to sales tips, accurate processing, and training of new advisors.

Credit Analyst; Business Partners

Jpmorgan Chase

Surrey, Bc

Adjudicator recognized for superior credit knowledge, lending, transactions for credit cards.Gathered and analyzed financial data, including client payment habits or history, earnings and savings information, and purchase activities.Evaluated data and recommended course of action for customers; making real-time decisions with due diligence.Handled additional inquiries; transaction authorizations, deferral plans, disputes, lost/stolen, only registry, card member agreement, policy and procedures

Mar 2009 - Nov 2010

Financial Service Advisor; Service To Sales

Jp Morgan Chase

Surrey, Bc

Acted as Lead Advisor on the team.Answered client inquiries regarding account position and balances, while looking at opportunities to expand business relationshipsExpanded client relationships by guiding clients to insurance product and marketing services through inbound and outbound calls.Supported and assisted new hires in training, transition, and first 2 weeks of production floor, through skill checks and side-by-side coaching of service and sales

Dec 2005 - Mar 2009

Client Relationship Consultant

Bmo Investorline

Toronto, On

Acted as Lead Hand to the Trading ManagerAnswered client inquires regarding company products, services, account positions, and balances.Accepted purchase/sales order of stocks and optionsResolved customer issues and reported any discrepancies to Trading Manager.

Mar 2002 - Sep 2005

Credit Officer

Bmo Investorline

Conducted daily credit evaluation and loan review for cash and margin accounts.Ensured personal authorizations and recommendations were in accordance with sound credit-granting principles, and in compliance with bank policy.Collected calls for margin accounts.Assisted client with a wide variety of banking transaction in a professional and efficient manner

Jan 2001 - Mar 2002
Team & coworkers

Colleagues at Coast Capital Wealth Management

Other employees you can reach at coastcapitalsavings.com. View company contacts for 47 employees →

EW Emily Wiebe Emily Wiebe Colleague at Coast Capital Wealth ManagementLangley, British Columbia, Canada View → DM David Mcneill David Mcneill Colleague at Coast Capital Wealth ManagementVictoria, British Columbia, Canada View → WC Wei Chen Liao Wei Chen Liao Colleague at Coast Capital Wealth ManagementVictoria, British Columbia, Canada View → VH Vicente Hashimoto Vicente Hashimoto Colleague at Coast Capital Wealth ManagementVictoria, British Columbia, Canada View → AL Alycia Labar Alycia Labar Colleague at Coast Capital Wealth ManagementSurrey, British Columbia, Canada View → DM Divya Menon Vengalil Divya Menon Vengalil Colleague at Coast Capital Wealth ManagementGreater Vancouver Metropolitan Area, Canada View → PS Prab Sidhu Prab Sidhu Colleague at Coast Capital Wealth ManagementCanada View → ND Nadine Deaner1237 Nadine Deaner1237 Colleague at Coast Capital Wealth ManagementCanada View → KI Kina Innala Kina Innala Colleague at Coast Capital Wealth ManagementPort Moody, British Columbia, Canada View → LN Lori Nakamura Lori Nakamura Colleague at Coast Capital Wealth ManagementCanada View →
8 education records

David B. Ha education

Llqp Insurance Course

Canadian Securities Institute

Cifp Fpsc-Approved Capstone Course

The Canadian Institute Of Financial Planning

Financial Planning 1 And 2

Canadian Securities Institute

Investment Funds In Canada Course

Canadian Securities Institute

Options Licensing Course

Canadian Securities Institute

Derivatives Fundamentals Course

Canadian Securities Institute

Canadian Securities Course

Canadian Securities Institute

Conduct And Practices Handbook

Canadian Securities Institute
FAQ

Frequently asked questions about David B. Ha

Quick answers generated from the profile data available on this page.

What company does David B. Ha work for?

David B. Ha works for Coast Capital Wealth Management.

What is David B. Ha's role at Coast Capital Wealth Management?

David B. Ha is listed as Financial Advisor at Coast Capital Wealth Management.

What is David B. Ha's email address?

AeroLeads has found 1 work email signal at @coastcapitalsavings.com for David B. Ha at Coast Capital Wealth Management.

Where is David B. Ha based?

David B. Ha is based in Surrey, British Columbia, Canada while working with Coast Capital Wealth Management.

What companies has David B. Ha worked for?

David B. Ha has worked for Coast Capital Wealth Management, Jpmorgan Chase, Jp Morgan Chase, and Bmo Investorline.

Who are David B. Ha's colleagues at Coast Capital Wealth Management?

David B. Ha's colleagues at Coast Capital Wealth Management include Emily Wiebe, David Mcneill, Wei Chen Liao, Vicente Hashimoto, and Alycia Labar.

How can I contact David B. Ha?

You can use AeroLeads to view verified contact signals for David B. Ha at Coast Capital Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David B. Ha attend?

David B. Ha holds Llqp Insurance Course from Canadian Securities Institute.

What skills is David B. Ha known for?

David B. Ha is listed with skills including Banking, Credit, Leadership, Customer Service, Call Centers, Retail Banking, Sales, and Finance.

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