Client Experience Manager - Private Wealth
Coastal Community Private Wealth Group
Originally born and raised in Nanaimo, Amy spent 3 years living and working in the Okanagan where she began her career in the financial industry. She returned to Nanaimo in 2018 to settle back into her hometown permanently. Amy is a Registered Representative with Credential Securities and designated Responsible Investment Specialist. She spent several years building and managing a book of clients as an Associate Investment Advisor before finding her true calling as the Client Experience Manager with Coastal Community Credit Union. Focusing on providing top notch, member focused service and helping to create a stronger community for all who live, work, and play in Nanaimo. In her spare time, you can find Amy fishing, learning another language or spending quality time with her husband and Dog.
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.