Manager Client Experience
Coastal Community Private Wealth Group
Carly is committed to building a great client experience through open communication and building trust.
Carly joined Coastal Community in 2005 as a Member Service Representative and later took on a role as a lender. She excels in client service and uses that background in retail banking to deepen client and member relationships.
Her in depth knowledge of retail banking and lending translate to practical and helpful information for our clients. Taking on new challenges is where Carly’s passion and creativity lie, and she shares that passion for learning with our wealth management team. Supporting clients to achieve their financial goals is a personal quest for her. Carly is building her career with our wealth management team.
Carly and her family are often found enjoying their time between the hockey arena and the soccer field. She participates on a dragon boating team in Nanaimo, and loves to explore the small communities on Vancouver Island.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.