Private Wealth Advisors
Sophisticated Advice & SolutionsHigh-net-worth individuals and their families face complicated financial decisions requiring sophisticated advice and solutions, which our Private Wealth Advisors have the knowledge and experience to deliver.

Colin Duncanson, BA, CFP, FCSI
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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 Derkach, CFP
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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 Morris, BBA, CFP
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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.

Aislinn Bissenden, CFP
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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...

Shawn Heidema, BBA, CIM, CFP
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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.

David Dalton, CFP, CLU, EPC, RIS
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
David has been serving in the financial services industry since 1997. That period has seen him in a wide range of professional roles.

Paul Roberts, CFP, FCSI
Private Wealth Advisor – DigitalCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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...

Brett Corcoran
Associate Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
After a close family member passed away in 2014, Brett began his insurance career. Brett was motivated to share his experience about the financial hardship losing a loved one can cause...