Shawn Heidema

Shawn Heidema

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...
Paul Roberts

Paul Roberts

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...
Tom Schoenewolf

Tom Schoenewolf

Tom began his career in the Wealth Management industry 23 years ago, as an independent Insurance Consultant. Five years later, he found his passion as an Investment Advisor and has been with Coastal Community for the past 18 years. Tom finds great joy in helping...
David Dalton

David Dalton

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...
Aislinn Bissenden

Aislinn Bissenden

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...