Client Relations Assistant
Coastal Community Private Wealth Group
Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients.
For the last five years, Tanya has been proud to continue her family’s history of working in the credit union industry. She has worked for Coastal Community Credit Union for over three years in a service role and has formal education in Business and Human Resources.
Tanya has worked hard to expand her knowledge and is now a fully licensed assistant within our Private Wealth Group. She prides herself on being helpful, and she works tirelessly to ensure the client experience exceeds expectations. Tanya is passionate about helping our clients and members expand their knowledge of our financial services offering.
Tanya is a former competitive swimmer who lives in Nanaimo with her dog. She loves spending her time with family and friends, hiking and camping, particularly to the Coast. Port Renfrew is a favourite destination.
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.