November 30, 2020
Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients. For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the...
November 29, 2020
Tanya is a Financial Consultant at our Parksville and Nanoose Community Branches. She is passionate about helping members and clients reach their financial goals. Her friendly and empathetic approach helps people feel comfortable and confident with the advice she...
November 29, 2020
With over 5 years in the financial services industry, Alex helps clients and members understand how the financial decisions they make today effect what happens down the road. Just one example is looking at the difference between retiring and retiring comfortably, just...
November 20, 2020
Kate is our Financial Consultant at the Hammond Bay Community Branch as well as our Bowen Road Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond. She has been a valued part Coastal community...
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...
