Coastal Community Private Wealth Group

We are passionate about building stronger relationships to improve financial health, enrich peoples 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 Canadas 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,...

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

Coastal community private wealth group operates in the Investment management industry.

Coastal community private wealth group's revenue is 11m - 100m

Coastal community private wealth group has 11 - 50 employees.