What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Coastal Community Private Wealth Group

Home
Canada
Nanaimo, BC
Coastal Community Private Wealth Group

Directions Website

We are passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities.

We take a fully integrated wealth management approach with our clients.

10/30/2026

Some things are better left to haunted houses. A few of the spookiest things we hear:

🎃 “I don’t have an estate plan.”
🎃 “I don’t really have a plan for retirement.”
🎃 “I haven’t reviewed my beneficiaries in years.”
🎃 “I’m not sure if my investments still match my goals.”
🎃 “We haven’t talked about what happens to the business when I step away.”

Fortunately, these financial frights don’t have to keep you up at night. Our team can help you build a clear, coordinated wealth plan that brings greater confidence to your retirement, estate, investments and legacy.

Happy Halloween from Coastal Community Private Wealth Group.

10/29/2026

Thinking about buying your first home? The FHSA can be a powerful planning tool if used strategically. Here’s what makes it unique:

✔ Tax-deductible contributions
✔ Tax-free withdrawals for a qualifying home purchase
✔ Up to $8,000 per year in contributions
✔ $40,000 lifetime limit

Important to know:

❗ Contribution room only starts once you open the account
❗ Limited carry-forward of unused room
❗ Eligibility requirements apply

Have questions about how the FHSA fits into your overall financial strategy? Our team at Coastal Community Private Wealth Group is here to help.

https://coastalwealth.ca/contact-us/

10/28/2026

Tracy Trotter recently had the pleasure of accepting this special gift on behalf of Coastal Community Private Wealth Group in recognition of our continued sponsorship of the Mount Washington Freestyle Club. ⛷

The presentation was made by Ben, one of the club’s athletes, and Gary Russell, Vice-President of the Mount Washington Freestyle Club.

With ski season just around the corner, we’re thrilled to be heading into our third year of supporting this incredible club and the talented athletes who bring so much energy and passion to the mountain.

Here’s to an exciting and successful season ahead. Bring on the snow!

10/28/2026

10/28/2026

4,624 individuals accessed our Free Food Markets last month, and we’re grateful to be a resource for so many people across the Island.

Food insecurity can affect anyone, and needing support is nothing to be ashamed of. Our free food markets are built around the simple belief that everyone deserves access to good food, regardless of their circumstances.

There’s no need to prove why you need support. If food would make a difference for you or your household, you’re welcome at our markets 💛

10/28/2026

Aging alone is a challenge many people face. You may be one of them. Many pre-retirees and retirees know that, as they age, there is a support system they may be able to count on: their adult children. But what happens when they don’t exist, live far away or are unable to provide support?

Read more on our new blog.

10/26/2026

If you’re self-employed, you should be aware of deductible expenses for your home office and your car. You can deduct expenses for the percentage of your automobile mileage used to earn business income, including fuel, oil and insurance. Get more tax tips for the self-employed.

Learn More: https://www.qtrade.ca/en/investor/education/investing-articles/new-to-investing/5-tax-tips-for-self-employed.html?partner=your-organization

10/23/2026

At Coastal Community Private Wealth Group, our approach to wealth management is comprehensive and collaborative. We work alongside our clients to build lasting relationships and provide guidance that evolves with each stage of life. Our clients rely on our expertise as a trusted financial partner because together we can do great things.

Connect with us through our website or reach out to an advisor in your region to learn more. We look forward to starting the conversation.

https://coastalwealth.ca/

10/22/2026

If you're a small business owner, let's talk about group benefits plans for your team. Not only do these benefits support the health, happiness and well-being of your employees, they can help you attract and retain talent by providing added value. Please visit our website or contact us to learn more about financial services for your small business—a Coastal Community Private Wealth Group advisor would be glad to help.

https://coastalwealth.ca/group-benefits-programs/

10/21/2026

After much deliberation, you may be thinking about moving to a retirement community. The choice may have been made to make the change, but you’re still not sure what, exactly, to look for.

First of all, do some research and come up with a shortlist of say, three to four retirement/senior communities you wish to visit in your location. Once that’s established, keep in mind the following seven tips while you’re checking them out.

Address

220-59 Wharf Street
Nanaimo, BC
V9R2X3

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://coastalwealth.ca/

Alerts

Be the first to know and let us send you an email when Coastal Community Private Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.