Melissa Lavoie, CFP

Regional Manager, Private Wealth

Melissa LavoieOriginally from Toronto, Melissa has spent her Wealth Management career on Vancouver Island, helping families develop comprehensive Wealth Plans for over 15 years.

Proud to be an integral part of the Coastal Community Private Wealth Group, Melissa is the Regional Manager for a team of 15 dedicated and talented Wealth Management professionals. With a strong focus on building relationships in all the communities we serve from Victoria to Port Hardy, Melissa is committed to supporting local events and initiatives to enrich all of our experiences.

Melissa is a strong advocate of taking a holistic approach to wealth management and therefore encourages clients to consider all areas of their family’s wellbeing when working with their Wealth Advisor.

Melissa and her family enjoy all aspects of the great outdoors and best adventures Vancouver Island has to offer. Time outside the office is often spent exploring the many local beaches and hiking trails with her husband and two sons.

Nanaimo · Connect on LinkedIn
250.618.6591 · Email Melissa
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