Financial Consultants

Holistic Advice & Solutions
Offered through Coastal Community Credit Union


Our Financial Consultant team understand that serving clients’ financial and investment needs begins with building strong, lasting partnerships.

We focus on listening to each client because we believe everyone’s needs and financial goals for their future are unique. Working with a Financial Consultant from Coastal Community Credit Union we put our clients – and their needs – first.

Working in a culture of independence, we have the complete freedom to offer unbiased and tailored financial advice – all designed to help you develop a long–term plan to maintain your lifestyle and ensure your commitments to the people and causes you hold dear, will be fulfilled.

Hayley Burvill, BBA

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Hayley Burvill

Hayley focuses on building lasting relationships and tailoring plans for each client to create a bright financial future.

Hayley started her financial services career in 2011, spending time in a variety of roles in customer service and financial advice. Most recently she was a Financial Advisor in Nanaimo, providing advice and solutions for complex family situations. She joined Coastal Community Credit Union as a Financial Consultant in 2017. Read More…

Nanaimo Central · Connect on LinkedIn
250.668.8279 · Email Hayley
IIROC AdvisorReport

Arwen Martyn

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Arwen Martyn

Arwen has nine years of experience in the financial industry and recently joined the Coastal Community Credit Union team in 2017.

Since the beginning of her career, Arwen has helped many families in Nanaimo and the surrounding area by focusing on their unique needs and goals using a holistic approach to investing. Born and raised in Nanaimo, Arwen understands the culture of Vancouver Island and the ever changing economic landscape and the importance of being prepared for retirement. Read More…

Hammond Bay
250.668.9207 · Email Arwen
IIROC AdvisorReport

Michael Li, BBA

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Michael Li

Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients.

For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the industry. “I have a passion for investment, and I love sharing my knowledge in easy to understand terms. I treat my clients the same way I would treat my family or friends if they came to me,” he says. Read More…

Harbourfront · Southgate · Gabriola Branches
250.668.5723 · Email Michael
IIROC AdvisorReport

Tanya McIntosh

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Tanya McIntosh

Tanya has worked in the financial services industry for six years, offering holistic planning to help her clients achieve their financial goals.

Building on her previous experience as a Financial Service Representative, Tanya offers comprehensive financial advice tailored to the unique needs of her clients. She is an Investment Advisor with Credential Securities, and is working toward her Certified Financial Planner designation. Read More…

Qualicum Beach and Port Alberni
250.228.1546 · Email Tanya
IIROC AdvisorReport

Nikki Mahy, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Nikki Mahy

Nikki’s priority is to understand her clients’ needs and goals, so she can help them achieve success.

Nikki started her financial services career in 2003 at Coastal Community Credit Union as a Member Service Representative. She has since spent time in a variety of roles to gain a rounded experience for her position today. Read More…

Comox Valley
250.218.3679 · Email Nikki
IIROC AdvisorReport

Jordan Elwood

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Jordan Elwood

With nearly a decade in financial advice, and experience in financial planning, Jordan has the knowledge, education, and drive for helping clients achieve their goals.

Jordan started his financial services career in 2005, moving into financial advice in 2008. In 2017 he joined Coastal Community Credit Union as a Financial Consultant.

Jordan is a fully registered Investment Advisor with Credential Securities and holds several certificates from the Canadian Securities Institute. Read More…

Campbell River and Quadra Island · Connect on LinkedIn
250.204.6604 · Email Jordan
IIROC AdvisorReport

Darren Arnett, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Darren Arnett

Darren’s focus is on looking after his clients’ needs, no matter how great or small. His dedication to his clients and passion for the business have been his winning combination throughout his career.

Darren began his financial services career at the grass roots level with Coastal Community in 2006 as a Member Service Representative. In 2008, he moved into a mutual funds investment role, building on this experience until 2013 when he accepted his current position as Financial Consultant for North Island. Read More…

Port Hardy and Port McNeill · Connect on LinkedIn
250.230.1581 · Email Darren
IIROC AdvisorReport

Paul Chia, CFP

Financial Advisor, Coastal Community Credit Union
Investment Advisor, Credential Securities

Paul Chia

Dedicated to helping his clients reach their investment goals, Paul helps families make realistic changes to their savings plans.

Paul takes the time to get to know your unique circumstances so he can make specific recommendations for you and your priorities.

Paul graduated with a Microbiology Degree from the University of British Columbia and holds a CFP designation. Read More…

Victoria · Connect on LinkedIn
250.208.1884 · Email Paul
IIROC AdvisorReport