Melissa Lavoie, MA, CFP

Vice President - Private Wealth
Coastal Community Private Wealth Group
Investment Advisor
Aviso Wealth

With over 20 years of experience in wealth management, Melissa has dedicated her career to serving families on Vancouver Island. As the Vice President of Coastal Community Private Wealth Group, she takes immense pride in providing strategic leadership to Coastal team of wealth professionals.

An advocate of holistic wealth management, Melissa empowers the Coastal Community Wealth team to consider every facet of their client’s well-being. She ensures the team has access to the latest research and tools, providing an exceptional experience for clients and members.

Melissa recently completed her Master of Arts in Leadership degree at Royal Roads University. Combined with her Bachelor of Commerce Honors degree from The University of Guelph and her Certified Financial Planner (CFP) certification, Melissa showcases her dedication to continuous education and professional excellence.

Outside the office, Melissa and her family immerse themselves in the natural beauty of Vancouver Island, enjoying beach outings and hiking escapades. This love for outdoor adventures reflects Melissa’s commitment to a balanced lifestyle and influences her approach to serving her team and community.

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