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...
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...
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...
Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients. For the last five years, Tanya has been proud to continue her family’s history of working in the credit union industry. She has...
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...
