Financial Planning

Private Wealth Group

Coastal Community Credit Union has launched their elite wealth management advisory firm.

Coastal Community’s Private Wealth Group focuses on helping individuals and business owners build and preserve their wealth and successfully navigate the complexities that high net worth brings. The firm is also Canada’s first integrated private wealth service offered by a credit union. Understanding that good financial health goes beyond investment management, Private Wealth Advisors are committed to providing complete solutions encompassing retirement and tax planning, wealth transfer, as well as insurance and business succession planning—to name a few.

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**References to “wealth management” refer to the financial planning and investment services provided through Coastal Community Private Wealth Group, a division of Coastal Community Financial Management, Inc.