Lydia Moulder, CAIB, CEA

Associate Estate and Trust Specialist
Coastal Community Private Wealth Group

Lydia enjoys meeting new members and being connected to the community. With a background in insurance for the past 17 years, Lydia has experience to help guide you through the complexities of estate planning. She has a depth of knowledge helping insurance clients protect their assets from managing course of constructions, and high value homes or revenue properties insurance policies. Lydia enjoys showing members that  Coastal Community is a one stop shop, you can get all your Financial needs here from retail banking, to investing and estate planning. I love it when I can help refer our members to other areas of your organization and help them complete their entire financial plan. Networking and building relationships is natural to Lydia and she takes pride in seeing clients and members leave happy.

Lydia holds her CAIB designation, and successfully completed her Certified Executor Advisor Course. Lydia is keen to further pursue her education in Wealth Management.

When not on the road meeting with members and client,  or at a networking event, you will find Lydia & her husband and 2 sons out on the waters off of Vancouver Island exploring and enjoying their boat.