Coastal Community Credit Union’s Oceanside wealth services team will have a new home in the heart of Qualicum Beach’s main business district, beginning June 22
Coastal Community recently completed a renovation to allow the regional specialists to share an integrated space with Coastal Community Insurance Services (2007) Ltd. on Second Avenue, adjacent to the Credit Union. The redesign reflects Coastal Community’s integrated service approach to building better financial health for their members and clients, according to Melissa Lavoie, Regional Manager – Private Wealth.
“We’re excited to have more of a home base in Qualicum Beach,” said Lavoie. “The integrated offices will help the wealth team offer complete holistic financial and wealth services to members and clients, including full service investment advice, comprehensive estate planning and expert consultation with Coastal Community’s insurance professionals.”
The newly vacant space owned by Coastal Community was renovated to create three offices and a multi-purpose fully equipped board room which will soon host CCPWG’s popular community education series. The transformed building will not only be home to the CCPWG team, which includes an Estate and Trust Specialist, it will also house a newly relocated Commercial Insurance Advisor.
— NEWS Staff