Our People

We Are Committed to Helping Our Clients

Everyone 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.

Leadership Team

Building strong, lasting partnerships with our clients.

Client Service Team

Unparalleled client service from a committed team.

Private Wealth Advisors

Sophisticated advice, knowledge and experience to deliver.

Wealth Protection Specialists

Experts helping ensure what matters is insured.

Financial Consultants

Providing holistic advice and solutions to our clients.

Leave a Legacy

A wide range of solutions for effective planning.

Direct Advice

Get personalized help from an expert only when you need it.

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.

We welcome the opportunity to hear from you…