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...
Tanya Forde

Tanya Forde

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...
Lindsey Smith

Lindsey Smith

Lindsey is passionate about helping you start saving for what matters to you. With over 16 years of experience working with some of the top national investment firms Lindsey has taken her leadership skills and innovation to the next level! She is here to help you make...
Lydia Moulder

Lydia Moulder

Lydia has been with Coastal Community since 2007 but joined the Private Wealth Group in 2022, she previously word with Coastal Community Insurance Services. She holds the Certified Executor Advisor designation, equipping her with the knowledge and expertise to engage...