North Island

David Dalton, CFP, CLU, EPC, RIS
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
David has been serving in the financial services industry since 1997. That period has seen him in a wide range of professional roles.

Tamara Carter
Wealth Protection SpecialistTamara 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...

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