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 recognizes that many people feel anxiety around their financial affairs, particularly...
December 3, 2020
When a close family member passed away in 2011, Brett Corcoran saw firsthand how financial stress can follow a major life event. The experience motivated Brett to join the financial services industry, where he helps families build plans that are not only protective,...
December 2, 2020
Born and raised in Nanaimo, Hayley Burvill graduated from Vancouver Island University in 2010 with a Bachelor of Business Administration. She has been helping clients navigate their financial futures since 2011, joining Coastal Community Credit Union as a Financial...
November 30, 2020
With more than a decade of experience in banking, investments and financial services, Michael Li is dedicated to helping clients make confident, informed financial decisions. He’s passionate about investing, simplifying complex matters and developing personalized...
November 29, 2020
With over a decade of experience in the financial services industry, Alex Neufeld helps clients and members understand how the decisions they make today impact what happens down the road. This includes the distinction between retiring and retiring comfortably, and how...
