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.

Matt Beckett, BCom, CFP, CIM
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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 Walker
Associate Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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 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.

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...

Tom Schoenewolf, CFP, FCSI
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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 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.

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...