Capital Region District

Brett Corcoran
Associate Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
After a close family member passed away in 2014, Brett began his insurance career. Brett was motivated to share his experience about the financial hardship losing a loved one can cause...

Tanya Forde
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Credential Securities
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...

Danny Zich
Estate & Trust SpecialistDanny 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...

Lindsey Smith, CFP
Mobile Savings CoachCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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, CAIB, CEA
Associate Estate and Trust SpecialistCoastal Community Private Wealth Group