Tamara Carter

Tamara Carter, CHS

Wealth Protection Specialist
Coastal Community Private Wealth Group

Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry.

She found that our organizational values paired well with her passion to help people make important decisions and increase financial literacy. Tamara has a deep desire to help families prepare for their future. She has a helpful and client focused approach and enjoys collaborating to find unique solutions to fit every family and budget. A favourite part of her job is meeting with families and hearing their unique stories.

As a director on the Board and chair of the marketing and events committee for the Downtown Courtenay Business Improvement Association, Tamara gives back to the local community through increasing the vibrancy of the downtown area. Tamara also finds huge value in holistic Financial Planning and is working towards her Certified Financial Planner designation.

Originally from Edmonton, Alberta, Tamara has lived on Vancouver Island with her partner and two dogs for the last four years. Together they love to adventure outdoors—hiking, paddle-boarding, canoeing and enjoying the beautiful outdoor spaces our community has to offer.