Assistant Vice President & Private Wealth Advisor Coastal 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.
Financial Consultant Coastal 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...
Estate & Trust Specialist
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 Smith, CFP
Mobile Savings Coach Coastal 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 Specialist Coastal Community Private Wealth Group