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...
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 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...
