About Our Private Wealth Group
Deep Vancouver Island 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. We believe in the power of choices that are right for you and working as a team – you and us together.
You can be assured that your relationship will be managed by a trusted Advisor along with a team of experts who have deep Vancouver Island roots in your community while having an intimate knowledge of local and international markets, trends, and issues.
NEI Monthly Market Insights: July 2026
Our Services
We take a fully integrated wealth management approach with our clients and believe in a true partnership through all stages of your life. Our clients rely on our expertise as a trusted financial partner because together we can do great things.
Our People and Locations
Our people support you in a team environment with confidence. In everything we do, our commitment to helping you is evident. Your priorities are our priorities.
We want to make life easier and more comfortable for you to make the most of the opportunities your wealth provides for you and your family.
In the Community
We are proud to support the following organizations
Latest News & Educational Events
NEI Monthly Market Insights: July 2026
Markets are entering a more complex phase where improving growth signals, moderating inflation, and evolving capital markets dynamics are unfolding simultaneously.
Aviso Weekly Market Pulse: August 10th – 14th
Global equities posted a broadly positive week, with the MSCI All Country World Index hitting a record high on Thursday, driven largely by renewed enthusiasm for the artificial intelligence trade and cooling US inflation data that reduced the probability of a near-term Federal Reserve rate hike.
Aviso Weekly Market Pulse: July 27th – 31st
Global equities rebounded firmly as a powerful recovery in technology and semiconductor names reversed a stretch of AI-trade derating.