Client Service Team

Unparalleled Service From a Committed Team


Lindsey Eastman

Assistant Manager, Client Relations & Operations

Lindsey Eastman

With more than 12 years of experience working with some of the top national investment advisory firms, Lindsey leads our Client Service Team with precision and unwavering confidence.

Previously working as an assistant and remaining licensed herself, Lindsey sets high expectations for the team when it comes to exceeding client expectations. Her extensive knowledge of wealth management administration and complex investment issues, accumulated from over 15 years in financial services, provides comfort to our clients. Read More…

Comox Valley · Connect on LinkedIn
250.703.4129 · Email Lindsey


Verlaine Kroeker

Client Relations Assistant

Verlaine Kroeker

Verlaine has been with Coastal Community since 1991 and brings a vast amount of knowledge around the banking, borrowing, saving and protecting products and services available to her clients.

As a licensed assistant and key member of our Client Service Team, Verlaine is an expert at understanding her clients’ needs and ensuring they receive comprehensive solutions to enhance and build upon their relationship with us. She holds a certificate in office administration. Read More…

Comox Valley
250.703.4192 · Email Verlaine


Carly Gibson

Client Relations Assistant

Carly Gibson

Carly will be on leave until early 2018.

Carly is committed to building a great client experience through open communication and building trust.

Carly joined Coastal Community in 2005 as a Member Service Representative and later took on a role as a lender. She excels in client service and uses that background in retail banking to deepen client and member relationships.

Her in depth knowledge of retail banking and lending translate to practical and helpful information for our clients. Taking on new challenges is where Carly’s passion and creativity lie, and she shares that passion for learning with our wealth management team. Read More…

Nanaimo
250.390.8914/250.729.2352 · Email Carly


Dana Smith

Client Relations Assistant

Dana Smith

Dana is passionate about providing excellent client service and has focused her career on setting high standards and meeting those standards with care.

Dana began with Coastal Community in a service role in 2007, helping our members and clients improve their financial picture. In 2016, she joined our Client Service team because of a strong desire to expand her financial services career in wealth management.

Dana’s extensive knowledge of retail banking helps her connect the dots for clients between their day to day needs and planning for their future. Read More…

Nanaimo
250.741.3198 · Email Dana


Tanya de Leeuw

Client Relations Assistant

Tanya de Leeuw

Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients.

For the last five years, Tanya has been proud to continue her family’s history of working in the credit union industry. She has worked for Coastal Community Credit Union for over three years in a service role and has formal education in Business and Human Resources.

Tanya is excited to expand her knowledge and further her career by taking on the Client Relations Assistant role within our Private Wealth Group. Read More…

Nanaimo
250.951.2408 · Email Tanya


Kate Parkinson

Client Relations Assistant

Kate Parkinson

Kate has joined our Private Wealth Group team as a Client Relations Assistant after working in Client Service for the last three years in Retail Banking. Kate has years of experience with delivering a high end client experience and prides herself on going above and beyond.

She is excited to expand her knowledge and further her career by taking on the Client Relations Assistant role within our Private Wealth Group. Read More…

Nanaimo
250.390.8914/250.729.2352 · Email Kate