Innovative Wealth Management Firm Available to Vancouver Islanders: Coastal Community Credit Union Launches Private Wealth Group
(firmenpresse) - NANAIMO, BRITISH COLUMBIA -- (Marketwired) -- 03/25/15 -- Coastal Community Credit Union, the largest financial services organization based on Vancouver Island and the Gulf Islands, launches today their elite wealth management advisory firm with their wealth management partner, Credential Financial Inc.
Coastal Community's brand new Private Wealth Group focuses on helping individuals and business owners build and preserve their wealth and successfully navigate the complexities that high net worth brings. The firm is also Canada's first integrated private wealth service offered by a credit union. Understanding that good financial health goes beyond investment management, Private Wealth Advisors are committed to providing complete solutions encompassing retirement and tax planning, wealth transfer, as well as insurance and business succession planning-to name a few.
"Building upon the 70 years of trust and integrity of Coastal Community Credit Union, and complementing our current wealth advisory services, Private Wealth Group is strategically positioned to provide sophisticated advice and solutions for high net worth individuals and their families," says Don Tamelin, Vice President of Private Wealth Group.
Coastal Community's newest complement will be drawing on its long-time partnership with Credential for tailored wealth management solutions. The Credential Wealth Management Program offers credit unions support beyond the traditional dealer service relationship. Credential participates in credit union wealth management strategy development, with the aim to help credit unions, like Coastal Community, deliver a unique value proposition.
"We fully support and congratulate Coastal Community's innovative vision to address the specialized needs of its high net worth members. Having worked closely with Coastal Community to build a differentiated offering for its member base, we are thrilled to see the Private Wealth Group come to life," says Kim Thompson, Senior Vice President, Advisory Services at Credential.
To learn more about Private Wealth Group, please visit the firm's website at , phone 1.800.806.2332 or email .
Top three things to know about Coastal Community's Private Wealth Group:
About Credential Financial Inc.
Credential Financial is a national wealth management firm, with over 20 years of experience in the Canadian financial services industry, offering a full suite of products and services to over 225 organizations and more than 1,300 advisors. Credential and its member companies (Credential Asset Management, Credential Securities, Credential Correspondent Partners, Credential Direct, and Credential Insurance Services) provide MFDA and IIROC dealer services, trading and custodian services, online brokerage, and insurance solutions to credit unions and independent financial institutions across Canada. For more information, visit .
About Coastal Community Credit Union
The largest financial services organization based on Vancouver Island and the Gulf Islands since 2005, Coastal Community is also one of the top ten largest credit unions in BC with 21 branches, 15 insurance(i) locations, three business service centres as well as wealth advisory services. Private Wealth Group(ii), Coastal Community's elite wealth management firm focuses on helping high net worth clients build, preserve & distribute their wealth. The Private Wealth Group complements Coastal Community's other integrated wealth management offerings-including the myCoastal Retirement Plan, which won a Central 1 Credit Union Innovation Award in 2012. To learn more, visit .
(i)Insurance services provided through Coastal Community Insurance Services (2007) Ltd.
(ii)Coastal Community Private Wealth Group™ is a division of Coastal Community Financial Management Inc. ("CCFMI").
Contacts:
Credential Financial Inc.
Lisa Chong
Senior Manager, Strategic Communications
604.714.3896
Coastal Community Credit Union
1.800.806.2332
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Datum: 25.03.2015 - 13:00 Uhr
Sprache: Deutsch
News-ID 381000
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NANAIMO, BRITISH COLUMBIA
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Retail Banking
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"Innovative Wealth Management Firm Available to Vancouver Islanders: Coastal Community Credit Union Launches Private Wealth Group"
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