Coastal Community Private Wealth Group

Helping you build the future you want

Coastal Community Private Wealth Group

Helping you build the future you want

Coastal Community Private Wealth Group

Helping you build the future you want

 
Sophisticated solutions to manage your money

 
 
Get a comprehensive and fully personalized strategy to make the most of your wealth — today and tomorrow.



 
Why Choose Coastal Community Private Wealth Group

 
As life changes, 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 and solutions

High-net-worth individuals & their families face complicated financial decisions. We'll help you navigate life’s financial complexities. 

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Take advantage of our integrated approach

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

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A collaborative team as your partner

You’ll work side-by-side with your advisor to ensure you feel fully involved and confident in the process.

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Experience you can rely on

Our advisors combine deep, local knowledge with an acute understanding of domestic and international markets, trends and issues. 

 
Meet Coastal Community Private Wealth Group


If you’re looking for an advisor who will partner with you to make the most of your wealth, we’re here for you. Working with high-net-worth individuals and their families, our team draws on the extended support of a broad range of island-based experts as well as a team of professionals from our Canadian and global partners.

Our inclusive network allows us to offer you an innovative range of products and services to suit your circumstances

As your financial partner, we’ll take the time to discover what’s important to you and clearly explain the best options to create a strategy tailored specifically to your needs


Call to book an appointment or book online now

1.800.806.2332 (Toll-Free)

 
Sophisticated solutions from your Island-based credit union

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Investment & retirement planning

Financial strategies personally tailored to your goals

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Income & tax strategies

Sophisticated solutions to optimize the tax burden

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Estate & legacy planning

 Plan for your estate or dealing with a loved one’s

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Life insurance options

 Ensure your family’s future is protected and secure


Health & travel insurance

 Comprehensive coverage to protect yourself

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Charitable giving planning

 Find out about tax benefits of sharing your success

FROM THE LEARNING CENTRE

The importance of estate planning

No matter what stage of life you're in, a detailed financial plan is the best gift you can give your loved ones. 


*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


Call to book an appointment

1.800.806.2332 (Toll-Free)