As a proud and committed community member, Coastwood Private Wealth is honoured to announce the launch of Coastwood Cares to give back to local communities. This new initiative embodies our dedication to social responsibility and mission to help families and businesses achieve their life goals while fostering a better world.
Coastwood Cares is a new initiative inspired with the following goals:
- Support local charities: Funding for projects and initiatives that enhance our community’s well-being and quality of life.
- Strengthen community relationships: Fostering stronger ties with local stakeholders and organizations.
- Enhance corporate social responsibility: Demonstrating our commitment to social and community causes.
How does Coastwood Cares work?
Each of our five dedicated advisors, Mark Purcell, Matt Beckett, Ivan Lee, Dave Yanick, and Grant Power, pledges $5,000 every year. This collective $25,000 fund will support various community initiatives that align with our core values of care, family, honesty, and excellence.
Get involved
We’re inviting clients, colleagues, and community members to join us in our efforts. Visit our website’s dedicated Coastwood Cares section and receive regular communications for updates on the projects and initiatives.
Who is Coastwood Private Wealth?
The Coastwood Private Wealth team at Wellington-Altus Private Wealth is dedicated to serving families and businesses by helping them gain clarity on their life goals and to live their best lives. We offer discretionary investment management, as well as financial, tax, and estate planning services to high net worth and ultra-high net worth clients, including founders, athletes, executives, and business owners.
We would appreciate your support in sharing this announcement. For more information, please visit CoastwoodPW.ca or contact us at 250.900.5450 or coastwood@wellington-altus.ca.
Sincerely,
Matt Beckett
Portfolio Manager, Wealth Advisor
250.900.5450
matt.beckett@wellington-altus.ca
