$1 Billion Under Management

Over 5,000+ clients & their families entrust us

Retire With Us

A confident retirement starts here

Our People Make the Difference

More than 70 years of trust & integrity

About Our Private Wealth Group

Deep Vancouver Island roots with a global reach.

Everyone at Coastal Community Private Wealth Group, and the Coastal Community family of companies, is passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities. We believe in the power of choices that are right for you and working as a team – you and us together.

You can be assured that your relationship will be managed by a trusted Advisor along with a team of experts who have deep Vancouver Island roots in your community while having an intimate knowledge of local and international markets, trends, and issues.

NEI Monthly Market Insights: May 2026

Our Services

We take a fully integrated wealth management approach with our clients and believe in a true partnership through all stages of your life. Our clients rely on our expertise as a trusted financial partner because together we can do great things.

Business meeting around boardroom table

Our People and Locations

Our people support you in a team environment with confidence. In everything we do, our commitment to helping you is evident. Your priorities are our priorities.

We want to make life easier and more comfortable for you to make the most of the opportunities your wealth provides for you and your family.

Latest News & Educational Events

NEI Monthly Market Insights: May 2026

NEI Monthly Market Insights: May 2026

Markets are adjusting to a new regime where persistent government borrowing, not just central bank policy, is keeping interest rates structurally higher, reshaping both asset valuations and income opportunities.

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Aviso Weekly Market Pulse: June 1st – 5th

Aviso Weekly Market Pulse: June 1st – 5th

Global equity markets ended the week sharply lower after a strong run, with a broad AI-driven tech selloff and a hotter-than-expected US jobs report combining to derail what had been a historic winning streak.

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Aviso Weekly Market Pulse: May 25th – 29th

Aviso Weekly Market Pulse: May 25th – 29th

Global equities posted broad gains on the week, with U.S. indices climbing to fresh record highs. In Asia, South Korea’s KOSPI was a standout, adding 3.55% on Friday alone to bring its May return to a remarkable 28.45%, driven by a frenzy in memory chip stocks including Samsung and SK Hynix.

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