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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.

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Sophisticated advice & solutions

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

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Take advantage of our integrated approach

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

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A holistic look at all aspects of your finances

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

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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

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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.