Shawn Heidema, BBA, CIM, CFP
Assistant Vice President & Private Wealth Advisor
Coastal Community Private Wealth Group
Shawn’s approach to financial planning begins and ends with his clients’ best interest in mind.
He fosters long term relationships with his clients founded on trust, integrity and respect. In an industry full of confusing jargon and frustrating complexity, Shawn’s fresh and simple approach to his practice brings peace of mind. Working together with a team of experts, Shawn is able to offer clients a holistic planning experience designed to harmonize each area of their financial lives in an unbiased and relaxed environment.
In addition to his financial planning expertise, Shawn has fulfilled roles as a lending specialist and an investment representative. He has also worked in management positions.
A proud Islander for over 30 years; Shawn and his wife Andrea are the parents of two incredible kids and together enjoy all that island life has to offer. During his spare time you’ll find him relaxing at the river’s edge with a great book and a fishing pole, working on his golf swing, or playing hockey with his credit union team.
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.