Coastal Community Private Wealth Group

We are passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities. Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a subsidiary of Coastal Community Credit Union. With this relationship, Coastal Community Private Wealth Group is Canada’s first integrated private wealth service offered in co-operation with a credit union. You can be assured that your relationship will be managed by a trusted Advisor along with a team of experts who have deep roots in your community and an intimate knowledge of local and international markets, trends, and issues. High-net-worth individuals and their families face complicated financial decisions requiring sophisticated advice and solutions, which we’re proud to deliver. Unique to the Coastal Community Private Wealth Group is the advantage of being able to draw upon the full resources and business lines of Coastal Community Credit Union to create both a comprehensive and an individually tailored experience.

Website

http://www.coastalwealth.ca

External link for Coastal Community Private Wealth Group

Industry

Investment Management

Company size

11-50 employees

Headquarters

Nanaimo, BC

Type

Privately Held

Specialties

Wealth Management, Financial Planning, Business Succession Planning, Income and Tax Planning, Trust and Estate Planning, Employee Business Solutions, Life and Health Insurance, Legacy Planning, Investment Management, and Philanthropy