Coastal Community Private Wealth Group

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59 Wharf St
Nanaimo, BC V9R 2X3
+1 (800) 806-2332
http://coastalwealth.ca

Coastal Community Private Wealth Group, located in Nanaimo, BC, offers a fully integrated wealth management approach that emphasizes building strong relationships to enhance financial health and enrich lives across their community. With over 7,000 clients and $900 million under management, the firm prides itself on a team-oriented environment led by trusted advisors possessing extensive local and international market knowledge.

As a division of Coastal Community Financial Management Inc., a subsidiary of Coastal Community Credit Union, the group is dedicated to making financial planning, life insurance, and investment services accessible to individuals and families. Committed to the power of informed choices, Coastal Community Private Wealth Group supports clients throughout various life stages to pursue their financial objectives with confidence.

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