Coastal Community Credit Union
With over 5 years in the financial services industry, Alex helps clients and members understand how the financial decisions they make today effect what happens down the road. Just one example is looking at the difference between retiring and retiring comfortably, just a few small changes can make all the difference.
Alex specializes in making investment savvy decisions to decrease your tax bill, and uses different strategies based on your individual investment needs to do so.
When it comes to helping our clients improve their financial health, Alex looks forward to finding specific ways he can help clients achieve their financial goals . Alex holds his Bachelor of Business Administration from VIU and is currently pursuing his CFP.
During hockey season, he can be found at the local rink as he’s an avid hockey player. Alex, his partner and their 2 year old golden retriever Finn can be found enjoying all Vancouver Island has to offer.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.