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
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
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"
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.
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 >
