At Coastwood Private Wealth, we use our experience and expertise to help our clients reach their financial goals, achieve their dreams, and live the lifestyle they want.
We help our clients to understand the financial implications and empower them to make the right decisions for themselves and their families.
We are a team of financial experts who work together to create a plan specific to the needs of each individual. We work with our extensive network of providers to develop a working strategy and execute that plan, with confidence in knowing it’s the right approach for you.
Coastwood Private Wealth is there to assist you with your financial priorities at every stage of your life, providing an unbiased, in-depth approach encompassing all aspects of wealth management.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
An option that focuses on providing advice about managing wealth for clients. Advisors fee is based on portfolio value rather than commissions.
Forward-Thinking Solutions tailored to your unique circumstance to provide peace of mind, now and for the future.
Our advisors are entrepreneurs who value an independent approach to investing and wealth management. We cultivate a holistic approach that puts clients first.
The Coastwood Private Wealth team has the experience needed to provide a comprehensive perspective on wealth management.
Together we have decades of stability, trust, and success.
Ray Kurzweil, computer scientist and futurist, once said, “The past is over; the present is fleeting; we live in the future.” This sentiment echoes through our current moment as we stand on the threshold of an era defined by technological advancement, navigating a myriad of complex challenges and opportunities.
In the grand theatre of Canadian economic governance, a clandestine struggle is waging, echoing the dramatic narratives of Shakespeare’s Hamlet. Prime Minister Justin Trudeau, once dismissive of monetary policy, now finds himself locked in a power struggle with the enigmatic Bank of Canada.
