December 10, 2020
Colin was 18 years old when he met his first investment advisor. That advisor put together a plan that ended up paying for Colin’s university education, a bachelor’s degree in Economics. After seeing how solid advice could pay off, he knew he wanted to help people in...
December 9, 2020
Tom’s career in the financial services industry began at Coastal Community in 1996, starting in member services, before joining the wealth management division. He has been working as a Wealth Advisor and Certified Financial Planner for the past 16 years. Specializing...
December 8, 2020
Ian is passionate about helping people achieve their financial goals. He is most rewarded in his career when the service he provides to clients makes a meaningful difference in their lives. After graduating with a Bachelor of Business Administration degree from Simon...
December 6, 2020
Proud to be born and raised on Vancouver Island, Aislinn started her financial services career in 2000 and joined Coastal Community Credit Union in 2007, where she found her passion helping clients with all their investment and planning needs. As a Certified Financial...
December 6, 2020
Shawn’s approach to financial planning begins and ends with his clients’ best interest in mind. He fosters long term relationships with his clients founded on trust, integrity and respect. In an industry full of confusing jargon and frustrating complexity, Shawn’s...
