Business Solutions

Meeting the Needs of Business Owners

We help our small business clients by offering integrated personal and business solutions to meet their specific needs.

Many small business owners are too busy growing their business to spend time looking after their personal wealth. Others put all their eggs in one basket, relying too heavily on the equity they have built in their business as their ticket to a comfortable retirement.

From Financial Planning for the business owners to group benefit packages for your employees, our fully integrated wealth management approach will simplify your life, leaving you to focus on what’s important to you!

Business Succession Planning

  • Consultation Process With You
  • Funding of Buy Sell Agreements
  • Key Executive Insurance Programs
  • Collateral Life Insurance Plans
  • Insured Retirement Plans – IRP’s
  • Individual Pension Plans – IPP’s
  • Recommend Solutions That Are Right for You

Employee Business Solutions

  • Benefit Plan & Design
  • Group Employee Benefit Programs Including:
    • Extended Health & Dental
    • Life & Disability
    • Critical Illness
  • Personal Health Spending Plans
  • Group Employee RRSP Savings Plans
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a subsidiary of Coastal Community Credit Union. Coastal Community Financial Management Inc. is a licensed life insurance agency offering financial planning, life insurance and investments.

Book a virtual meeting with one of our experts.