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 standards 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 you.

As a licensed assistant and key member of our Client Service Team, Verlaine is an expert at understanding your needs and ensuring clients 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 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. Carly is committed to building a great client experience through open communication and building trust.

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 lies and she shares that passion for learning with our wealth management team. Carly loves to participate in innovation initiatives and think outside the box! Supporting clients to achieve their financial goals is a personal quest for her. Carly is building her career with our wealth management team and is a licensed assistant. Read More…

Nanaimo
250.390.8914 · Email Carly


Dana Smith

Client Relations Assistant

Dana Smith

Dana has been with Coastal Community in a service role since 2007 helping our members and clients to be financially better off. She has a desire to expand her knowledge and experience into the field of Wealth Management and continue her career with our group deepening client relationships.

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. She takes pleasure in building lasting relationships by actively listening to client needs, paying attention to detail and following through on her commitments. Dana is passionate about providing excellent client service and has focused her career on setting high standards and meeting those standards with care. Dana is currently enrolled in the Canadian Securities Course and looks forward to being a licensed assistant by the end of 2016. Read More…

Nanaimo
250.741.3198 · Email Dana


Tanya de Leeuw

Client Relations Assistant

Tanya de Leeuw

Tanya is a proud member of a credit union family and has worked for nearly 6 years in many different financial services locations and positions. In addition to formal education in Business and Human Resources, Tanya has worked for Coastal Community Credit Union for over 3 years in a service role.

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

Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients. She prides herself on being helpful and she works tirelessly to ensure the client experience exceeds expectations. Tanya is passionate about helping our clients and members expand their knowledge of our financial services offering. She is working towards being licensed by early 2018. Read More…

Nanaimo
250.390.8914 · 250.729.2550 · Email Tanya