Comox Valley

David has been serving in the financial services industry since 1997. That period has seen him in a wide range of professional roles.

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...

Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to...

Danny 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 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 is a recent addition to our Client Service Team, Joining Coastal in 2022. In his role, Coltin enjoys connecting with clients and a making...