Ways to Invest

When Your Financial Picture is More Complex

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.

Build a Net Worth
Regardless of your financial situation, knowing your net worth can help you evaluate your current financial health and plan for the future.

To grow your net worth, it’s important that we work with you to identify the appropriate investment solutions that align to your evolving needs & goals.

Protect What Matters
You’re working hard to build your wealth and it’s important that you plan for the unexpected.

By leveraging the experts at Coastal Community, we can integrate strategies to help protect the things you value at every stage.

Retire with Us
We understand that retirement is a big step. Your vision is unique to you, some want to travel the world while others prefer to be closer to family and friends.

Let us make the financial reality of retirement dream come true while our partnership with Everything Retirement will help you prepare and live in fulfilling retirement life.

Leave a Legacy
It’s never too late to think about your legacy and plan for it. We’ll work together to identify your priorities and then build a plan that aims to effectively transfer your wealth in the manner that suits you.

A documented legacy plan will ensure that the wealth you create will go to the people and causes you believe in.

Why Choose a Private Wealth Advisor

You’ve saved, invested and taken care of your family, why is now the right time to work with one of our Private Wealth Advisors?

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.

Team approach

Our spirit of teamwork inspires people to be their best at work every day. By offering our experts insights into other disciplines, we can employ innovative, creative strategies to achieve any financial goals you may have.

Our client experience

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.

Our culture

Your Private Wealth Advisor has direct access to integrated wealth services and experts can help with the development of your wealth strategy. Our people take the time to understand your priorities, plans, and dreams to create a strategy tailored specifically for you.

Personalized contact

Our Private Wealth Advisors have a small client based by industry standards which allows them to be proactive with our clients. Whether it be a proactive phone call or at one-on-one reviews to meet your needs, we are here for you.

Advisor meeting with her clients

Sophisticated, personalized wealth management

Your Private Wealth Advisor can provide a combination of sophisticated investment management and exceptional, high touch client service. And a close working relationship makes it easier to connect with your existing team of experts (ie; legal, accounting) to deliver you a coordinated wealth management experience