Comox Valley

Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan. Paul enjoys reassuring and patiently...

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...

Building strong relationships—both in the community and with her clients—is at the core of Tracy Trotter’s approach. With over 30 years of experience in the investment industry...

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...

Knowledgeable and friendly, Coltin joined Coastal Private Wealth in 2022. In 2025, Coltin joined our leadership team. In his role, Coltin enjoys connecting with clients and a making...

Jeana began her career with Coastal Community in 2012 and has since built a reputation for being accountable, approachable, and committed to meeting the evolving needs of members and clients...