About Us

Empowering Your Financial Success

At Coastal Wealth Management, we are more than just financial advisors; we are your partners in achieving financial success. Our mission is to empower individuals and families to take control of their financial future, offering expert guidance, personalized solutions, and unwavering support.

With decades of collective experience in the financial services industry, our team of dedicated professionals is committed to delivering exceptional service and fostering long-term relationships with our clients. We take pride in providing unbiased advice, transparent communication, and a client-centric approach that puts your best interests first.

Our Approach

  • Personalized Solutions: We understand that every individual’s financial situation is unique. Our team takes the time to understand your goals, concerns, and aspirations to craft tailored solutions that align with your specific needs.
  • Comprehensive Analysis: To provide the most effective financial advice, we conduct a thorough assessment of your financial situation, taking into account all aspects of your life, from income and expenses to investments and insurance coverage.

  • Long-Term Vision: Our focus is on building a lasting partnership with you, not just for short-term gains. We develop strategies that emphasize long-term growth and financial security, enabling you to achieve your dreams over time.

  • Education and Empowerment: We believe in empowering our clients to make informed financial decisions. Through transparent communication and educational resources, we aim to increase your financial literacy and confidence.

Meet Our Team

Dan Allain

President/Senior Financial Advisor

dan@coastalwm.ca

Dan’s primary objective is to allow you to see your financial future with certainty and clarity. Over the past 20 years, Dan continues to sharpen his skills as the world gets more complicated. His educational approach will allow you to make informed decisions that will help you achieve your goals.

Prior to becoming an independent financial advisor in 2012, Dan was a senior private banker at BMO Harris Private Banking assisting high net-worth families with their personalized wealth management and banking needs. In 2011, he was recognized as one of the top private bankers in Canada.

Dan graduated from the University of New Brunswick with

a Bachelor of Business and, over the years, has continued to pursue educational opportunities and certifications in a commitment to his ongoing professional development. Dan notes “I learn from clients everyday, as we find ways to solve their unique situations”

In his free time, Dan enjoys spending time with his family, coaching hockey as well as donating his time to the MacPhee Centre for Creative Learning (MCCL), a non-profit organization dedicated to empowering youth through arts. Dan lives in Hammonds Plains with his wife and two active boys.

Sarah Thorpe

Client Services Manager

sarah@coastalwm.ca

Sarah Thorpe is a dedicated administrative professional who has been working in the financial services industry since 2003. 

Sarah is a graduate of Mount Saint Vincent University and obtained her investment license while living and working in British Columbia. 

Dan and Sarah have worked together since 2015 and Sarah joined the Coastal Wealth Management team as Dan’s Client Services Manager in April 2019.
 
Sarah continues to further her education and training so as to provide better service to our clients. 
 
Sarah spends her spare time with her husband Tony and their three daughters. She is actively involved in her children’s  school and can quite often be found driving her children to their various extra-curricular activities.