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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

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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

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PRIVATE WEALTH ADVISORS
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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"

About Coastal Community Private Wealth

*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.

For your financial health

 
Our advisors unpack the key issues that matter to you.

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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 April 2022

Federal Reserve? Market volatility? Rising interest rates? Learn it all.

What you need to know about domestic and global markets for the month >

Discover More in the Learning Centre

 

*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.

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PRIVATE WEALTH ADVISOR
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Colin Duncanson, BA, CFP, FCSI

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.

 

Connect with Coastal Community

 

We're here for you. 

tel:+18887411010
1-888-741-1010
mailto:service@cccu.ca
service@cccu.ca
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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 Kwakiutl 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.

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