Financial Consultants
Holistic Advice & SolutionsOur Financial Consultant team understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships.
We focus on listening to each client because we believe everyone’s needs and financial goals for their future are unique. Working with a Financial Consultant from Coastal Community Credit Union we put our clients – and their needs – first.
Working in a culture of independence, we have the complete freedom to offer unbiased and tailored financial advice – all designed to help you develop a long–term plan to maintain your lifestyle and ensure your commitments to the people and causes you hold dear, will be fulfilled.
Our Financial Consultants are now available via phone and video conference for new and existing clients! Book your appointment here.
Michael Li, BBA, CFP, CIM, FCSI
Financial Consultant 金融顾问Coastal Community Credit Union
Investment Advisor
Credential Securities
Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients. For many people, talking about their finances can feel overwhelming. Changing that...
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.
Kate Gardiner
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Credential Securities
Kate is our Financial Consultant at the Hammond Bay Community Branch as well as our Bowen Road Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond.
Tracy Trotter
Financial ConsultantCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to...
Jimmy Macmunn
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Credential Securities
Meet Jimmy MacMunn! Jimmy’s personal passion for investing drove him to take the securities course to make a difference in people lives. He’s new to the industry...
Bora Milekic, BBA, QAFP
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Credential Securities
With over 30 years of experience in the financial markets and over 12 years as an advisor, Bora Milekic is excited to bring you the best of what Coastal Community Credit Union...