Coastal Community Private Wealth Group
Helping you build the future you want
Sophisticated solutions to manage your money
Get a comprehensive and fully personalized strategy to make the most of your wealth — today and tomorrow.
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.
SPOTLIGHT
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
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 Advisors
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Brett Corcoran, QAFP
Brett is here to listen and to help. You can expect from him solid and informed solution for things like: Estate planning Family coverage Business insurance
Legal:
*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.