Private Wealth Advisors

Colin was 18 years old when he met his first investment advisor. That advisor put together a plan that ended up paying for Colin’s...

Tom’s career in the financial services industry began at Coastal Community in 1996, starting in member services, before joining the wealth management division. He has been working...

Ian is passionate about helping people achieve their financial goals. He is most rewarded in his career when the service he provides to clients makes a meaningful difference in their lives.

Matt started his career with Coastal Community in 2004 and joined the wealth management team shortly after. He is now a Private Wealth Advisor where his expertise lies...

Natalie’s strength is finding solutions in financial and estate planning for her clients, which allows them to go off and do what they love to do. After taking the time to get to know her clients...

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.

Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan. Paul enjoys reassuring and patiently...

Tom began his career in the Wealth Management industry 23 years ago, as an independent Insurance Consultant. Five years later, he found his passion as an...

David has been serving in the financial services industry since 1997. That period has seen him in a wide range of professional roles.

Proud to be born and raised on Vancouver Island, Aislinn started her financial services career in 2000 and joined Coastal Community Credit Union in 2007, where she found her passion helping clients with...