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Working with a Coastal Community Private Wealth Advisor

Sophisticated financial advice that begins from the best place — a relationship

Working with a Coastal Community Private Wealth Advisor

Sophisticated financial advice that begins from the best place — a relationship

Working with a Coastal Community Private Wealth Advisor

Sophisticated financial advice that begins from the best place — a relationship

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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Expert wealth management solutions

Investment & retirement

Financial strategies personally tailored to your goals


Income & tax strategies

Solutions to optimize the tax burden

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Estate & legacy

Planning your estate or dealing with a loved one's

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Life insurance

Delivering comfort and security to your family

Health & travel insurance

Protect what matters with comprehensive coverage

Charitable giving planning

Sharing your success - where and how you want it

PRIVATE WEALTH ADVISORS

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.

For your financial health

 
Our advisors unpack the key issues that matter to you.

Free money for your child's education

We highlight the educational grants and bonds available to BC families to help you boost your child's RESP.

Don't miss out on these opportunities >

​The importance of estate planning

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

Who needs an estate plan? >

​Market Insights for July 2020

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.

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