Brett Corcoran, BSc, CFP

When a close family member passed away in 2011, Brett Corcoran saw firsthand how financial stress can follow a major life event. The experience motivated Brett to join the financial services industry, where he helps families build plans that are not only protective, but proactive. This informed approach offers Brett’s clients clarity, confidence and control over their financial future.

Brett holds a Bachelor of Finance degree and the Certified Financial Planner (CFP) designation. He focuses on comprehensive wealth management and financial planning, working with clients to simplify their financial lives. This means bringing together investment management, tax-aware strategies, retirement planning and risk management to create a clear and cohesive plan. Brett’s goal is to make the complex feel manageable while helping clients make informed decisions with confidence.

As part of a credit union, Brett believes strongly in a member-first approach—putting clients’ best interests at the center of every recommendation while supporting the long-term financial well-being of the community.

When he’s not in the office, it’s no surprise that Brett, his wife Erica, and their two boys can be found enjoying the outdoors. He loves staying active and spends his time golfing, playing hockey, surfing, and exploring the many parks and hiking trails on Vancouver Island.

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a subsidiary of Coastal Community Credit Union. Coastal Community Financial Management Inc. is a licensed life insurance agency offering financial planning, life insurance and investments.