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.
Working with a Coastal Community Private Wealth Advisor
Sophisticated financial advice that begins from the best place — a relationship
Expert wealth management solutions
Investment & retirement
Financial strategies personally tailored to your goals
Income & tax strategies
Solutions to optimize the tax burden
Estate & legacy
Planning your estate or dealing with a loved one's
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 Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial 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.
The importance of estate planning
A detailed estate plan is the best gift you can give your loved ones.
Aviso's Monthly Market Insights
Federal Reserve? Market volatility? Rising 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 Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial Inc.
PRIVATE WEALTH ADVISOR
Colin Duncanson, BA, CFP, FCSI
Assistant Vice President & Private Wealth Advisor,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Nanaimo | Gabriola
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Connect with Coastal Community
We're here for you.
SECURITY & PRIVACY
Together, let's do great things.
Coastal Community Credit Union acknowledges that we are located on the Lands of the Coast Salish, Nuu-chah-nulth and Kwakwaka’wakw ancestors and families, whose historical relationships with the Land continue to this day. We are grateful to have the opportunity to live, learn, work and play in their traditional and unceded territories.
© Copyright 2024 Coastal Community Credit Union