Greater Nanaimo Area
Brett Corcoran, BSc, CFP
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Aviso Wealth
When a close family member passed away in 2011, Brett Corcoran saw firsthand how financial stress can follow a major life event...
Hayley Burvill, BBA, CFP
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
Born and raised in Nanaimo, Hayley Burvill graduated from Vancouver Island University in 2010 with a Bachelor of Business Administration...
Michael Li, BBA, CFP, CIM, FCSI
Financial Consultant 金融顾问Coastal Community Credit Union
Investment Advisor
Aviso Wealth
With more than a decade of experience in banking, investments and financial services, Michael Li is dedicated to helping clients make confident...
Kate Gardiner
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
Kate is our Financial Consultant at the Hammond Bay Community Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond.
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
Sofiana Safi
Client Relations AssistantCoastal Community Private Wealth Group
With a successful career spanning over 8 years in sales, finance management, and banking, Sofiana Safi has demonstrated a proven track record of exceeding targets and driving business growth. As a dynamic...
Karuna Sharma
Client Relations AssistantCoastal Community Private Wealth Group
Investment Representative
Aviso Wealth
Embarking on a vibrant journey from the bustling streets of India to the welcoming shores of Canada, I've recently taken on the role of Client Relations Assistant. With a background...
Varun Singh
Client Relations AssistantCoastal Community Private Wealth Group
Investment Representative
Aviso Wealth
Joining Coastal Community Private Wealth Group as an intern in January 2025, Varun is a recent MBA graduate from Vancouver Island University (Class of 2025) who has quickly come to feel that...