About Our Private Wealth Group

Deep Community Roots With a Global Reach


Everyone at Coastal Community Private Wealth Group, and the Coastal Community family of companies, is passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities.

The Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a wholly-owned wealth management subsidiary of Coastal Community Credit Union. With this relationship, Coastal Community Private Wealth Group is Canada’s first integrated private wealth service offered in co-operation with a credit union. You can be assured that your relationship will be managed by a trusted Advisor along with a team of experts who have deep roots in your community and an intimate knowledge of local and international markets, trends, and issues.

High-net-worth individuals and their families face complicated financial decisions requiring sophisticated advice and solutions, which we’re proud to deliver. Unique to the Coastal Community Private Wealth Group is the advantage of being able to draw upon the full resources and business lines of Coastal Community Credit Union to create both a comprehensive and an individually tailored experience.