Coastal Community Credit Union, a financial services group based on Vancouver Island and the Gulf Islands, has joined forces with wealth management partner Credential Financial to launch its elite wealth management advisory firm.
The new firm, Private Wealth Group, is Canada’s first integrated private wealth service offered by a credit union.
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The new unit will focus on helping individuals and business owners build and preserve their wealth and easily navigate the complexities that high net worth brings.
Private Wealth Group vice president Don Tamelin said, "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."
"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.
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