Our People
We Are Committed to Helping Our ClientsEveryone at Coastal Community Private Wealth Group, and the Coastal Community family of companies, is passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities.
Private Wealth Advisors
Sophisticated advice, knowledge and experience to deliver.
Financial Consultants
Providing holistic advice and solutions to our clients.
Wealth Protection Specialists
Experts helping ensure what matters is insured.
Leave a Legacy
A wide range of solutions for effective planning.
Direct Advice
Get personalized help from an expert only when you need it.
Client Service Team
Unparalleled client service from a committed team.
Leadership Team
Building strong, lasting partnerships with our clients.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.