The Coastal Community Private Wealth Group takes great pride in knowing that we have helped thousands of high-net-worth Vancouver Islanders and their families.
Our commitment is to be your partner through all the stages of your financial life, and to help you achieve the goals you see for yourself, your family and your future. We take a look at your complete financial picture to ensure that we are providing flexible investment management solutions to meet your needs in a fully integrated approach that draws on experts in banking, estate, trust, insurance and investment management.
Our team consists of some of the most talented professionals from a variety of backgrounds who have the relationship building skills to make your experience with us as comfortable as possible. Our people take the time to understand your priorities, plans, and dreams to create a strategy tailored specifically for you.
Our spirit of teamwork inspires people to be their best at work every day. By offering our experts insights into other disciplines, they can employ innovative, creative strategies to overcome whatever challenges you are facing. Through collaboration, solutions are ingenious, resourceful and highly satisfying for you.