Coastal Community Credit Union 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.
Hayley Burvill, BBA, CFP
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
Born and raised in Nanaimo, Hayley Burvill graduated from Vancouver Island University in 2010 with a Bachelor of Business Administration...
Michael Li, BBA, CFP, CIM, FCSI
Financial Consultant 金融顾问Coastal Community Credit Union
Investment Advisor
Aviso Wealth
With more than a decade of experience in banking, investments and financial services, Michael Li is dedicated to helping clients make confident...
Alex Neufeld, BBA, PFP
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
With over a decade of experience in the financial services industry, Alex Neufeld helps clients and members understand how the decisions they make today impact what happens down the road...
Kate Gardiner
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
Kate is our Financial Consultant at the Hammond Bay Community 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 Credit Union
Investment Advisor
Aviso Wealth
Building strong relationships—both in the community and with her clients—is at the core of Tracy Trotter’s approach. With over 30 years of experience in the investment industry...
Jimmy MacMunn
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
Jimmy MacMunn’s passion for investing and financial planning led him into the financial services industry with one goal in mind: helping people build a stronger financial future...
Bora Milekic, BBA, QAFP
Financial ConsultantCoastal Community Credit Union
Investment Advisor
Aviso Wealth
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...
Robby Manj
Financial ConsultantCoastal Community Credit Union
Registered Representative
Aviso Wealth
A desire to make a difference in clients’ lives is what drove Robby to finance. His passion for helping individuals and families secure their financial future fuels his ability to provide service at the highest level. With years of experience...