Client Relations Assistant
Coastal Community Private Wealth Group
Knowledgeable and friendly, Coltin is a recent addition to our Client Service Team, Joining Coastal in 2022. In his role, Coltin enjoys connecting with clients and a making a lasting impression. He works to assist people on their Financial journeys with care and commitment.
Coltin brings with him a “Wealth” of previous banking experience, where he served as an Advisor helping to meet his client’s needs and developed his understanding of the financial service industry first-hand since 2020. He is proud to carry a 4-Year Bachelor of Business Administration from our Local North Island College, as well as further accreditation from the Canadian Securities Institute. He works regularly to develop his education so he can better meet his clients needs.
Originally hailing from the frigid prairies, Coltin hit the west coast after warming up on our beautiful beaches and waters. In his free time, Coltin watches too many movies. Coltin and his partner along with their dog, Cottonball, can be found most weekends exploring Vancouver Island.
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.