Unique needs require expert solutions
We combine an integrated team approach with one-on-one service to help you navigate your unique financial complexities. The strategies & advice we provide are because we put you at the centre of it all.
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Sophisticated financial advice that begins from the best place — a relationship
Sophisticated financial advice that begins from the best place — a relationship
Sophisticated financial advice that begins from the best place — a relationship
We combine an integrated team approach with one-on-one service to help you navigate your unique financial complexities. The strategies & advice we provide are because we put you at the centre of it all.
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Financial strategies personally tailored to your goals
Solutions to optimize the tax burden
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Planning your estate or dealing with a loved one's
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Delivering comfort and security to your family
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Protect what matters with comprehensive coverage
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Sharing your success - where and how you want it
Integrated financial services — the team behind you
One of the best ways we can help improve your financial health is by making things easier for you. That's one of the advantages of our integrated approach:
A combined team of experts means additional skills and advice to tap into
Proactive solutions to things you may not have anticipated
​ The comfort of hearing, "Yes, we can do that"
*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.
Our advisors unpack the key issues that matter to you.
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We highlight the educational grants and bonds available to BC families to help you boost your child's RESP.
A detailed estate plan is the best gift you can give your loved ones.
Federal Reserve? Extremely low interest rates? Learn it all.
What you need to know about domestic and global markets for the month >
*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.
Assistant Vice President & Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
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250.741.3177
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
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250.729.2558
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
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250.268.4594
Oceanside | Port Alberni | West Coast
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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.
Associate Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Assistant Vice President & Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Courtenay | Campbell River | Quadra Island
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
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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.
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