Paul Roberts, CFP, FCSI
Private Wealth Advisor – Digital
Coastal Community Private Wealth Group
Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan.
Paul enjoys reassuring and patiently guiding clients through their life stages. He has been helping people in the investment industry since 1997 and has been with Coastal Community for nearly 10 years.
A dedicated family man, Paul loves spending time with his wife, Kathleen, and their son and daughter. Family holidays, movie nights, and Fun Fridays are a favourite pastime in the Roberts household.
Paul was born and raised in the Comox Valley, is a big hockey fan, loves to read and his family recently welcomed the addition of two maltese puppies, Tinker and Willow.
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.