Solutions and advice for business owners
Let us simplify your life so you can focus on what's important to you.
Helping you build your business and your future
Let us simplify your life so you can focus on what's important to you.
Retirement & Pension Plans
Retirement solutions for the business owner.
Key Executive and Life Insurance Plans
Protection for your business and your family.
Funding Buy/Sell Agreements
Succession planning for smooth transitions
Employee Benefits
Employee health, dental and retirement benefit programs.
Being a business owner doesn’t mean giving up retirement savings. Our advisors can help you plan a comfortable retirement.
Retirement solutions for the business owner:
Insurance can help you prepare for unexpected losses and grow your business.
Key Executive and Life Insurance solutions for business owners:
Make sure you have a plan in place to handle retirement or the death of a shareholder.
Buy/Sell Agreements:
Attract the best talent and make sure they thrive with employee health, dental, and retirement programs.
Employee Benefit Solutions:
Focusing on the whole picture to provide you with a complete financial plan, our advisors will:
Assistant Vice President & Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Nanaimo | Gabriola
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.
Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Bowen Branch, Nanaimo
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.
Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Hammond Bay Branch, Nanaimo
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.
Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Oceanside | Port Alberni | West Coast
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.
Private Wealth Advisor, Digital,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
4th Street Branch, Courtenay
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.
Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Victoria
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.
*Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
** Life and Health Insurance services offered through Coastal Community Financial Management Inc.
***Insurance services provided through Coastal Community Insurance Services (2007) Ltd.
Call to book an appointment 1.800.806.2332 (Toll-Free)
We're here for you.
Together, let's do great things.