Oceanside

Aislinn Bissenden, CFP
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
Proud to be born and raised on Vancouver Island, Aislinn started her financial services career in 2000 and joined Coastal Community Credit Union in 2007, where she found her passion helping clients with...

Shawn Heidema, BBA, CIM, CFP
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
Shawn’s approach to financial planning begins and ends with his clients’ best interest in mind. He fosters long term relationships with his clients founded on trust, integrity and respect.

Tanya Forde
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Credential Securities
Tanya is a Financial Consultant at our Parksville and Nanoose Community Branches. She is passionate about helping members and clients reach their financial goals. Her friendly and empathetic approach helps people feel comfortable and confident...

Alex Neufeld
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Credential Securities
Mutual Funds
With over 5 years in the financial services industry, Alex helps clients and members understand how the financial decisions they make today effect what happens down the road.

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