Coastal Community Private Wealth Group
220 - 59 Wharf St V9R 2X3 Nanaimo, BC, Canada

This is a great, informative piece. If you have any questions about CPP and your retirement plan, please reach out to us we'd be pleased to connect you with a dedicated advisor in your area. #nanaimo #vancouverisland #investing

When you work with Coastal Community Private Wealth Group, it's not one-size-fits-all you get personalized, strategic financial advice that reflects your unique needs and goals. We have an exceptional team of financial consultants to help you preserve and build wealth over time, as well as private wealth advisors who specialize in high net worth planning. To learn more, please visit our website or contact us. We'd be pleased to hear from you. https://coastalwealth.ca/ #nanaimo #vancouverisland #investing

If you're getting a tax return, consider your options when deciding how to spend it. A fun purchase or weekend getaway sounds nice, but investing it in an RRSP, RESP or TFSA can result in a bigger payoff down the road. To get personalized financial advice, please reach out to an advisor at Coastal Community Private Wealth Group. We'd be happy to help. #investing #vancouverisland #victoriaBC

Please join us for a virtual seminar on business corporation investment taxation, 'How Tax Can Boost or Bust Your Returns'. This informative, free event will take place on Thursday, March 18th at 8am PST. To learn more, please reach out to a Coastal Community Private Wealth Group advisor in your region! Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. investing #vancouverisland #smallbusiness

What an incredible list of people and businesses! #vancouverisland #nanaimo #community

Thinking about going back to school for a graduate degree, or planning for your children's education? The average cost of university tuition in Canada is over $6400 per year (higher for grad school and specialized programs). This doesn't include the cost of housing, food, transportation, technology, text books and more. If you'd like help planning for the cost of education, please reach out to our team an advisor from Coastal Community Private Wealth Group would be happy to help. https://coastalwealth.ca/financial-health-check/ #vancouverisland #nanaimo #BC

Being an executor is a serious commitment. A simple estate can take from 12 to 18 months to finalize the tax returns and distribute the estate assets. As an executor, particularly if this is your first time acting, understanding the role is essential in advance of administering the estate. It is often helpful to engage trust professionals such as our team early in the process. Here are some things to consider once you've agreed to be an executor. #estateplanning #finance #family #nanaimo #vancouverisland

Many small business owners are too busy growing their business to spend time looking after their personal wealth. This is where having a dedicated, experienced advisor comes in. Coastal Community Private Wealth Group can help you create and execute a financial plan designed with your business, your needs and your goals in mind. If you're interested in learning more, please visit our website or contact us to arrange a consultation with an advisor in your area. We'd be happy to help. https://coastalwealth.ca/business-solutions/ #comox #nanaimo #smallbusiness

Retirement is incredibly personal and depends on a lot of factors: When do you want to retire? How much money will you need to retire the way you want? And, do you have a financial strategy to successfully reach this goal? To discuss your retirement plans with an expert on our team, please visit our website to book an appointment. We'd be pleased to hear from you. #vancouverisland #victoriaBC #nanaimo Fidelity Canada