Private Wealth Advisors

Sophisticated Advice & Solutions

High-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.

Paul Roberts

Paul Roberts, CFP, FCSI, FMA

Private Wealth Advisor
Coastal Community Private Wealth Group
Investment Advisor
Aviso Wealth

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

Brett Corcoran, BSc, CFP

Private Wealth Advisor
Coastal Community Private Wealth Group
Investment Advisor
Aviso Wealth

When a close family member passed away in 2011, Brett Corcoran saw firsthand how financial stress can follow a major life event...