Coastal Community Private Wealth Group

06/09/2026

Buying a home is one of the biggest financial milestones many Canadians will experience—but it also introduces new financial responsibilities and risks. This article explores how buying a home can change your life insurance needs: https://www.moneysense.ca/spend/insurance/life-insurance/you-bought-a-home-should-life-insurance-be-next/

If you’d like personalized guidance around insurance planning and protecting what matters most, please reach out to our team.

Buying a home can change your life insurance needs fast. Here’s how much coverage young Canadians may actually need—and why mortgage insurance often falls short.

06/08/2026

Estate planning is one of those topics many people intend to address “someday,” but without a valid and up-to-date will in place at the end of your life, important decisions may be left to provincial legislation rather than your personal wishes.

A clear estate plan can help simplify the process for loved ones, reduce stress during an already difficult time, and ensure your intentions are properly documented.

Whether you’re retired, approaching retirement, or supporting aging parents, reviewing your estate plan is an important part of long-term financial wellbeing.

06/05/2026

Retirement is an important and often much-anticipated chapter in life, but it takes careful planning, knowledge and discipline to reach your goals. Coastal Community Private Wealth Group has experienced, dedicated advisors who are here to help you identify and achieve your vision.

To learn more, please visit our website or contact us. We'd be pleased to arrange a meeting with an advisor in your area! https://coastalwealth.ca/

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.

06/04/2026

June 1–7 marks Senior’s Week in British Columbia! This week, we recognize and celebrate the contributions, achievements, and lasting impact of seniors in our communities.

It’s also an opportunity to highlight conversations that matter at every stage of life, from retirement planning and financial wellness to legacy and family support.

To learn more about Senior’s Week events, activities, and available resources across BC, visit Seniors First BC: https://seniorsfirstbc.ca/

You can also explore our website for blog posts and insights on retirement planning, financial wellness, estate planning, and more: https://coastalwealth.ca/everything-retirement/

06/03/2026

Are you and your spouse or significant other avoiding the “money talk”? Are either one of you or both of you approaching retirement? Equally, if you’re single, have you taken the time to have the “money talk” with yourself? Are you close to retirement age?

Read more on our new blog.

Are you and your spouse or significant other avoiding the “money talk”? Are either one of you or both of you approaching retirement? Equally, if you’re single, have you taken the time to have the “money talk” with yourself? Are you close to retirement age? Whichever scenario fits your situ...

06/02/2026

For more than a thousand years, the tales of One Thousand and One Nights have sparked imaginations around the world — travelling across centuries, cultures, and artistic traditions, from medieval storytellers to modern pop artists.

Rimsky‑Korsakov was no exception. His beloved Scheherazade Op. 35 transforms those ancient stories into one of the most vivid, colourful scores in the orchestral repertoire — a reminder of how storytelling and great music keep us connected across time.

🔳New Season Subscriptions: On Sale Now
🔳Single Tickets: Available June 3

Join us for the moments that move us.

www.vancouverislandsymphony.com

06/02/2026

Invest with ease with an automated solution that gives you a professionally-managed portfolio with automatic rebalancing through the power of Coastal Community Private Wealth Group and Aviso Wealth.

https://coastalwealth.ca/qtrade-guided-portfolios/

05/29/2026

With locations across Vancouver Island, Coastal Community Private Wealth group offers more than just financial advice. Whether you need support with estate planning, safeguarding your assets, or navigating commercial banking, our team of specialists is here to provide seamless, personalized service—so you can focus on what matters most.

Looking for a trusted partner in wealth management? Visit our nearest location or give us a call to get started.

05/28/2026

It's possible to have a low-stress, enjoyable retirement that comes with financial security and peace of mind—but it doesn't happen without planning. Coastal Community Private Wealth Group is here to help—please visit our website or contact us to get started.

https://coastalwealth.ca/

05/27/2026

Ever asked yourself how you could offer guidance to your adult grandchildren when it comes to their future financial success? After all, you’ve got a lot of lifetime experience – making budgets, holding down jobs, planning for your own future wellbeing, putting some savings aside – basically you’ve got lots of valuable information and tips to share. And who better to help while they’re young and just starting out than members of their own family?

Learn more on our new blog.

Ever asked yourself how you could offer guidance to your adult grandchildren when it comes to their future financial success? After all, you’ve got a lot of lifetime experience – making budgets, holding down jobs, planning for your own future wellbeing, putting some savings aside – basically y...