Working with the K’ómoks Nation towards Q’waq’wala7owkw on their unceded territory.

Working with the K’ómoks Nation towards Q’waq’wala7owkw on their unceded territory.

Coastal Community is accepting donations of securities on behalf of Project Watershed

The Comox Valley Project Watershed Society is excited to announce Matt Beckett, AVP and Private Wealth Advisor of Coastal Community Private Wealth Group as the official broker for the Society. This will increase the fundraising efforts for the Kus-Kus-Sum project* and allow the Society to accept the donation of securities in kind.

“We couldn’t be more pleased to partner with an organization that is forward-thinking and one that is working on more than just the waterways of the Comox Valley,” said Matt Beckett. “Donation of securities is a great way to give as it supports an organization the donor cares about, eliminates the capital gain on the appreciated securities, and provides the donor a charitable receipt. This is a major feature of donating stocks, bonds or mutual funds.“
“It was a natural fit as Coastal Community is a local Island-based organization”, said Caila Holbrook of Comox Valley Project Watershed Society. “This adds to our options for our donors to help us reach our goals. The best part is that any costs to sell securities donated through this option will be covered by Coastal Community, allowing us to keep 100% of the donation. Other options usually come with a fee – that is a true partnership.”
About Project Watershed and Coastal Community Private Wealth:
Comox Valley Project Watershed Society is a registered non-profit environmental society with Canadian charitable tax status focused on sensitive habitat stewardship. The organization is guided by a volunteer board and managed by staff. We are also an active partner of the Comox Valley Conservation Strategy – Community Partnership. *The Kus-kus-sum project is part of our vision to create vibrant and productive habitat, the attenuation of flood impacts, the rehabilitation of fish habitat, and the addition of parkland.  Project Watershed needs to raise $6.5 million to acquire and restore the property. To date they have raised over $2.5 million. All donations are greatly appreciated!
Banking services are provided by Coastal Community Credit Union. Insurance services are provided through Coastal Community Insurance Services (2007) Ltd. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered trademark owned by Aviso Wealth Inc.  Coastal Community Private Wealth Group, a division of Coastal Community Financial Management Inc., is a wholly-owned subsidiary of Coastal Community Credit Union. For more information contact Matt Beckett at 250.703.4192 or matt.beckett@cccu.ca or coastalwealth.ca

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