​From investments to planning estates, we can help

Get what you need, when you need it

Starting out to starting retirement

Whether you're just forming your financial goals or have more sophisticated needs and requirements, we're here to help.


Getting started on your investment path
 

 Is investing right for you? Talk to an advisor to learn how to get started.


Improving performance of your investment portfolio

Talk to your advisor to learn some strategies to boost your portfolio performance.


Planning for the retirement you envision
 

Get peace of mind by putting together a solid and tailored plan for your retirement years.

Catching up on retirement
 

No matter your age, there are ways to maximize your savings to prepare for retirement. 

Optimizing your tax burden
 

Proactive tax planning can help you keep more of what you make with tax-efficient strategies.

Planning your estate or dealing with a loved ones passing

Get a wide range of solutions to plan for the transfer of assets to the next generation.

Planning your charitable giving
 

Find out how to support the causes you care about through charitable giving.

Protecting your assets
 

A properly constructed insurance plan will help you protect what matters most.


Let us help you

FINANCIAL CONSULTANTS

Seamless integrated services: putting your needs first

Start your financial journey with someone who focuses on understanding your situation - and who can bring in other experts as needed for a seamless integrated approach. You get:

 Unbiased and tailored financial advice

 Proactive solutions to things you may not have anticipated

​ A combined team of experts with additional skills & advice to tap into

Financial Consultants


Our Financial Consultants are now available via phone and video conference for new and existing clients! Book your appointment here or expand the regions below to find an expert near you. 


FINANCIAL CONSULTANT
​​

Paul Chia, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 


Victoria


FINANCIAL CONSULTANT
​​

Arwen Martyn, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 


Nanaimo - Hammond Bay, Bowen Branch


FINANCIAL CONSULTANT
​​

Michael Li, BBA

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 


Nanaimo - Harbourfront, Southgate | Gabriola


FINANCIAL CONSULTANT
​​

Kaycee Odimega

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 
Mutual Funds


Parksville | Nanoose


FINANCIAL CONSULTANT
​​

Shawn Beggs

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 
Mutual Funds


Qualicum Beach | Port Alberni


FINANCIAL CONSULTANT
​​

Nikki Mahy, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 


Comox Valley


FINANCIAL CONSULTANT
​​

Jordan Elwood

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities 


Campbell River | Quadra Island | Port Hardy | Port McNeill


*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.

EVERYTHING RETIREMENT

Get retirement resources on everything from wellness to finances

Sign up for the Everything Retirement newsletter to get information, insight and advice on the opportunities—and the challenges—of retirement. Learn about:

 Financial planning, investing, insurance and estate planning

 Wellness, lifestyle and recreation articles

​ Finding rewarding work after retirement



For your financial health

 
Our Learning Centre is dedicated to providing our members and communities with content focused on improving financial health.


Paying off debt while saving for retirement

Learn some tips to help you pay down debt for a stress-free future.
 

How do I pay down debt? >

Withdrawing from your TFSA or RRSP?

Learn how to avoid costly mistakes whether you’re taking out money or paying it back.

 
What should I think about? >

The importance of estate planning

A detailed estate plan is the best gift you can give your loved ones.

Who needs an estate plan? >

Connect with Coastal Community


Let us help you get started