Skip to main content

UPDATES ON COVID-19: Situations are evolving rapidly. Get the latest updates here.


Contact us by phone (1.888.741.1010) or WebChat* for banking or insurance related matters Monday to Friday 8am-7pm and Saturdays 8:30am-4pm (Note that call volumes are really high everywhere right now, and we appreciate your patience). 

Please note: The 2020 Board of Directors election runs until March 25th. Be sure to vote.

Coastal Community Private Wealth Group

Helping you & your business succeed

Is your business eclipsing your other needs?


We’re here to help. You can count on our financial guidance and expertise to address all life aspects, including your livelihood. 

Why Coastal Community Private Wealth Group?


As your business grows, so does the need to make sound financial decisions to protect and preserve your wealth. Our advisors can help.

Sophisticated advice & solutions
 

Delivered by experienced advisors who know the intricacies of  growing and protecting personal & business wealth

Take advantage of our integrated approach

Working in sync, your financial team will include experts from banking, estate, trust, insurance and investment management.

A holistic look at all aspects of your finances

Helping you navigate both the personal and business sides of your financial life.
 

Business acumen you can count on
 

We know business. You’ll partner with experienced advisors who are skilled in helping business owners and entrepreneurs.

Meet Coastal Community Private Wealth Group

If you’re looking for an advisor who can offer solutions that make good business sense, we’re here for you. The insights and advice we deliver help simplify the busy lives of our business clients, leaving you time to focus on what’s important to you.

As your financial partner, we’ll explore each one of your needs, goals and concerns—and connect them back to relevant solutions   tailored specifically for you,and your busines

Big bank solutions from your local credit union

​​

Investment & retirement planning

Financial strategies personally tailored to your goals.

​​

Income & tax strategies

Sophisticated solutions to optimize the tax burden.

​​

Estate & legacy planning

Plan your estate or deal with a loved one’s

​​

Life insurance options

Ensure your family's future is protected and secure

​​

Health & travel insurance

Comprehensive coverage to protect yourself

​​

Charitable giving planning

Find out about tax benefits of sharing your success

YOUR COASTAL SPOTLIGHT

The value of partnerships in growing your business 

It might seem counter-intuitive, but partnering with other businesses can make yours stronger and more competitive.  

*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.

Connect with Coastal Community Private Wealth Group


Call to book an appointment