Greater Nanaimo Area

Colin was 18 years old when he met his first investment advisor. That advisor put together a plan that ended up paying for Colin’s...

Tom’s career in the financial services industry began at Coastal Community in 1996, starting in member services, before joining the wealth management division. He has been working...

Ian is passionate about helping people achieve their financial goals. He is most rewarded in his career when the service he provides to clients makes a meaningful difference in their lives.

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...

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...

Dana is passionate about providing excellent client service and has focused her career on setting high standards and meeting those standards with care. Dana began with Coastal Community in...

Kate is our Financial Consultant at the Hammond Bay Community Branch as well as our Bowen Road Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond.

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...

Sean’s greatest strength is his knowledge of the services available through our retail side due to his 15 years of experience there.  As a new member of the CCPWG Team, Sean recognizes...