Campbell River
Tamara Carter, CHS
Wealth Protection SpecialistCoastal Community Private Wealth Group
Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry. She found that our organizational values...
Lindsey Smith, CFP, RIS
Financial PlannerCoastal Community Private Wealth Group
Investment Advisor
Aviso Wealth Inc.
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...
Lydia Moulder, CEA, CAIB, TEP
Estate and Trust SpecialistCoastal Community Credit Union
Bora Milekic, BBA, QAFP
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
With over 30 years of experience in the financial markets and over 12 years as an advisor, Bora Milekic is excited to bring you the best of what Coastal Community Credit Union...