Our story…
About 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 live their best lives. We offer discretionary investment management, financial, tax, and estate planning services to high net worth and ultra-high net worth clients, including founders, athletes, executives, and business owners.
Coastwood Cares is funded by annual contributions from our five dedicated advisors, Mark Purcell, Matt Beckett, Ivan Lee, Dave Yanick and Grant Powers, each pledging $5,000. This collective $25,000 fund will be used to support various community initiatives that align with their core values of care, family first, honesty, and excellence.
“Our mission at Coastwood Private Wealth goes beyond financial management. We believe in giving back to the community that has supported us,” said Matt Beckett. “Coastwood Cares represents our dedication to making a positive impact and helping to build a stronger, more vibrant community.”
Key Objectives of Coastwood Cares:
- Support Local Initiatives: Funding projects and initiatives that enhance the well-being and quality of life in our community.
- Strengthen Community Relationships: Fostering stronger ties with local stakeholders and organizations.
- Enhance Corporate Social Responsibility: Demonstrating our commitment to social and community causes.
Get Involved and Stay Informed:
We are inviting clients, colleagues, and community members to join us in our efforts by supporting YANA - an incredible local charity.
For more information, please visit our website at CoastwoodPW.ca or contact the team at 250.900.5450 or coastwood@wellington-altus.ca
Description
Every dollar raised in the community goes to help provide financial support and accommodation to Comox Valley families who need to travel to access medical care for a child or pregnant mother.
$50 = 1 night stay at a YANA apartment in Vancouver near BC Children’s Hospital
$100 = 4 night stay at Jeneece Place, Victoria
$200 = YANA envelope of cash for family’s emergency hospital transfer
$500 = 3 nights Nanaimo hotel accommodation
$1350 = 1 month medical travel expense funding
Any amount you donate to help YANA help families in our community is so greatly appreciated!
Achievements
Team members
Click on one of our team members below to make a donation.
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Coastwood Cares - Mark Purcell
Raised: $11,133.44
Team captain
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Coastwood Cares - Matt Beckett
Raised: $2,400.30
Recent donors
| Donation date | Donor name | Donation amount |
|---|---|---|
| Jul 23 | Anonymous | $104.57 |
| Jul 09 | Balfe Martin Private Wealth of RBC Dominion Securities | $104.57 |
| Jul 09 | Mark Purcell | $104.57 |
