Tanya Forde

Tanya is a Financial Consultant at our Parksville and Nanoose Community Branches. She is passionate about helping members and clients reach their financial goals. Her friendly and empathetic approach helps people feel comfortable and confident with the advice she provides.

Tanya’s family has a long history of working within the Credit Union System on Vancouver Island, she is proud to continue this tradition by working for Coastal Community Credit Union. Her formal education is in Business and Human Resources, and she continues to expand her knowledge and education while growing her career with CCCU. Tanya is currently working towards her Personal Financial Planning Designation. Tanya joined Coastal Community Private Wealth Group as a fully licensed Client Relations Assistant in 2017 and was recently promoted to the Financial Consultant role. She is passionate about working with our members and clients to grow and improve their financial health.

Tanya and her family love exploring local outdoor attractions, their favourite spot is enjoying a weekend afternoon at the Parksville Community Park.

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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.