Coastal Community Credit Union and BlueShore Financial Credit Union end merger discussions
Following thorough deliberations by the boards of directors and chief executive officers of both credit unions, the credit unions have mutually agreed to end the merger discussions. Learn more.

$900 Million Under Management

Over 7,000+ clients & their families entrust us

Retire With Us

A confident retirement starts here

Our People Make the Difference

More than 70 years of trust & integrity

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: May 2024

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.

Business meeting around boardroom table

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.

Latest News & Educational Events

The most tax-advantaged sources for a home down payment

The most tax-advantaged sources for a home down payment

If you’re in the market for a home, don’t leave money on the table when saving for your down payment. We’re sharing the different tools you have available to you as a Canadian first time home buyer to save in the most tax-advantaged way.

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