Sophisticated solutions to manage your money
Get a comprehensive and fully personalized strategy to make the most of your wealth — today and tomorrow.
Coastal Community Private Wealth Group
Helping you build the future you want
Why Choose Coastal Community Private Wealth Group
As life changes, so does the need to make sound financial decisions to protect and preserve your wealth. Our advisors can help.
Sophisticated advice and solutions
High-net-worth individuals & their families face complicated financial decisions. We'll help you navigate life’s financial complexities.
Take advantage of our integrated approach
Working in sync, your financial team will include experts from banking, estate, trust, insurance & investment management.
A collaborative team as your partner
You’ll work side-by-side with your advisor to ensure you feel fully involved and confident in the process.
Experience you can rely on
Our advisors combine deep, local knowledge with an acute understanding of domestic and international markets, trends and issues.
Meet Coastal Community Private Wealth Group
If you’re looking for an advisor who will partner with you to make the most of your wealth, we’re here for you. Working with high-net-worth individuals and their families, our team draws on the extended support of a broad range of island-based experts as well as a team of professionals from our Canadian and global partners.
Our inclusive network allows us to offer you an innovative range of products and services to suit your circumstances
As your financial partner, we’ll take the time to discover what’s important to you and clearly explain the best options to create a strategy tailored specifically to your needs
Call to book an appointment or book online now
1.800.806.2332 (Toll-Free)
Sophisticated solutions from your Island-based credit union
Investment & retirement planning
Financial strategies personally tailored to your goals
Income & tax strategies
Sophisticated solutions to optimize the tax burden
Estate & legacy planning
Plan for your estate or dealing with a loved one’s
Life insurance options
Ensure your family’s future is protected and secure
Health & travel insurance
Comprehensive coverage to protect yourself
Charitable giving planning
Find out about tax benefits of sharing your success
FROM THE LEARNING CENTRE
The importance of estate planning
No matter what stage of life you're in, a detailed financial plan is the best gift you can give your loved ones.
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.
*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.
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