December 5, 2020
David has served in the financial services industry since 1997. That period has seen him in a wide range of professional roles. He has worked as college level financial educator; equipping students and industry professionals achieve financial designations and...
December 4, 2020
Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan. Paul enjoys reassuring and patiently guiding clients through their life stages. He has been...
November 23, 2020
Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry. She found that our organizational values paired well with her passion to help people make important decisions and...
November 20, 2020
Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to the Financial Consultant role. Tracy has a talent for ensuring a...
November 15, 2020
Danny has been involved with the co-operative system for over 35 years and believes in and shares their values. Coastal Community Private Wealth Group and Concentra Trust have created an innovative partnership to offer Estate and Trust Services and Danny is proud to...
