Melissa Lavoie, MA, CFP
Vice President - Private Wealth
Coastal Community Private Wealth Group
Investment Advisor
Credential Securities
Originally from Toronto, Melissa has spent her Wealth Management career on Vancouver Island, helping families develop comprehensive Wealth Plans for over 15 years.
Proud to be an integral part of the Coastal Community Private Wealth Group, Melissa is the Vice President. With a strong focus on building relationships in all the communities we serve from Victoria to Port Hardy, Melissa is committed to supporting local events and initiatives to enrich all of our experiences.
Melissa is a strong advocate of taking a holistic approach to wealth management and therefore encourages clients to consider all areas of their family’s wellbeing when working with their Wealth Advisor.
Melissa and her family enjoy all aspects of the great outdoors and best adventures Vancouver Island has to offer. Time outside the office is often spent exploring the many local beaches and hiking trails with her husband and two sons.
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.