- Comox Valley · North Island
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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, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.