Solutions and advice for business owners
Let us simplify your life so you can focus on what's important to you.
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Our Approach
Helping you build your business and your future
Retirement & Pension Plans
Retirement solutions for the business owner.
Key Executive and Life Insurance Plans
Protection for your business and your family.
Funding Buy/Sell Agreements
Succession planning for smooth transitions
Employee Benefits
Employee health, dental and retirement benefit programs.
RETIREMENT AND PENSION PLANS
Build your business and your retirement savings
Being a business owner doesn’t mean giving up retirement savings. Our advisors can help you plan a comfortable retirement.
Retirement solutions for the business owner:
- Insured retirement plans
Build cash on a tax deferred basis with a permanent life insurance policy. - Individual pension plans
Boost your retirement savings while lowering your company's tax burden.
KEY EXECUTIVE AND LIFE INSURANCE
Protect yourself and your company's legacy
Insurance can help you prepare for unexpected losses and grow your business.
Key Executive and Life Insurance solutions for business owners:
- Key executive insurance
Protect your company from the impact of losing a key executive. - Collateral life insurance
Use insurance as security when you want to grow your business.
FUNDING BUY/SELL AGREEMENTS
Planning for change
Make sure you have a plan in place to handle retirement or the death of a shareholder.
Buy/Sell Agreements:
- Succession Planning
Develop a plan to ensure a smooth transition of leadership. - Funding buy/sell agreements
Use life insurance as an effective means to fund buy/sell provisions.
EMPLOYEE BENEFITS
Employee benefits — attract top tier talent
Attract the best talent and make sure they thrive with employee health, dental, and retirement programs.
Employee Benefit Solutions:
- Benefit Plan design
Create a benefits package to keep your employees healthy and engaged. - Employee Extended Health & Dental
Allows reimbursement for eligible medical expenses not otherwise covered. - Employee Life & Disability
Offers protection through group life insurance and disability benefits
- Employee Critical Illness
Offers protection against the financial impact of a serious illness. - Personal Health Spending Plan
Offers credits to apply to health care expenses not otherwise covered. - Group RRSP
Helps employees save for retirement with simple or personalized options.
WORKING WITH A COASTAL PRIVATE WEALTH ADVISOR
Working to meet the specific needs of business owners
Focusing on the whole picture to provide you with a complete financial plan, our advisors will:
- Offer integrated personal and business solutions to meet your needs
- Draw on experts in banking, estate, trust, insurance and investment management
- Ensure you are comfortable with the advice and services you receive
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, 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.
How can we help?
*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.
** Life and Health Insurance services offered through Coastal Community Financial Management Inc.
***Insurance services provided through Coastal Community Insurance Services (2007) Ltd.
Connect with Coastal Community Private Wealth Group
Call to book an appointment 1.800.806.2332 (Toll-Free)
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.
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