West Coast

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 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...

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...