Coastroad

Connected

About Coastroad

The Coastroad Group serves to connect family offices and other sophisticated investors with interesting opportunities.

We develop enduring relationships with our clients and partners based on a foundation of loyalty, trust, dedication, integrity and experience.

Our experienced team has built a network of carefully selected services providers available to work with clients to meet their individual structuring, planning and investment requirements.

Why Coastroad

Independent owner-operated firm, with deep connections in the Caribbean

Bespoke client centric solutions—your needs come first

Competitive and transparent fee structures designed to be aligned with your interests

Secure systems for collecting and processing data

Quality means doing it right when no one is looking.
—Henry Ford

Our Services

The Coastroad Group provides services that are tailored specifically to the needs of our international client base of asset managers, sophisticated investors, high net worth families and family offices.

Coastroad Financial Limited
Reporting Services

We provide financial and investment reporting services.

Company no. 348133

Coastroad Services Limited
Corporate Governance Services

We provide corporate governance and management for family structures.

Regulated by the Cayman Islands Monetary Authority under the Companies Management Law (Licence No. 1564640).

Coastroad Capital Limited
Manager Introduction Services

We connect investors and managers through the Coastroad Platform SPC, our proprietary asset allocation platform, which we oversee as Platform Co-ordinator.

Registered with the Cayman Islands Monetary Authority under the Securities Investment Business Law (Registration No. 1617302).

Someone is sitting in the shade today because someone planted a tree a long time ago.
—Warren Buffet

Meet the Team

Photo of The Coastroad Group founders, form left to right: Corey Williams, Jason Dulude, and Thomas Marriott.

Our highly experienced team is devoted to you and your family. 
We share the same values and beliefs as the families we serve.

Corey Williams, CPA, CA

Cayman Islands

Corey has twenty years of professional accounting, financial services, compliance, and management experience. From 1995 to 2007 Corey worked at KPMG, first in Toronto and subsequently in the Turks & Caicos Islands (“TCI”). During his time there, Corey provided audit and risk advisory services to clients in the financial services and hospitality sectors. In 2002, he was made a Partner in the KPMG TCI office and was made Partner in charge of Risk Management, Ethics, and Independence.

In 2007, Corey joined the Bordier & Cie Group, a family-owned Swiss Private Bank (“Bordier”), as CFO/COO for their Caribbean operations. He relocated to Singapore in 2011 to start Bordier’s Asian merchant banking operation. Corey continues to act as a Director of Bordier Bank (TCI) Ltd.

Corey is a graduate of the University of Western Ontario (BA). He is a Chartered Professional Accountant and member of the CPA Ontario and Canada.

Photo of Corey Williams, CPA, CA

Jason Dulude, CPA, CA

Cayman Islands

Jason has over twenty years of professional accounting and management experience with a focus on financial services, operations management, and tax services. Before joining Coastroad, Jason held various senior management positions, including as CFO for a biotechnology company with operations in Canada, the US and the UK, and as the Director of Finance and Corporate Services with a large non-profit group in Canada. Jason gained property development experience acting as the Financial Controller for a large real estate development project in the Turks & Caicos Islands.

Jason has big firm accounting and audit experience having worked for KPMG (TCI), Ernst & Young (Canada), as well as having worked for Grant Thornton (Canada) as a tax specialist, including completion of the CICA In-depth Tax Course.

Jason is a Chartered Professional Accountant (CPA). He has completed level 1 of the CFA designation and is a member of CPA Ontario and Canada.

Photo of Jason Dulude, CPA, CA

Ryan Blain, BBA, CPA

Turks and Caicos

Ryan is a founding partner and board member of the WB Financial Group. Ryan manages the firm’s Financial Advisory and Corporate Services business areas in the Turks & Caicos Islands, and has over fifteen years of professional accounting and management experience with a focus on financial services, hospitality and development.

Prior to joining WB Financial, Ryan was a Manager in the Audit and Risk Advisory practice of KPMG in the Turks & Caicos, and was a member of the Assurance and Tax practices of KPMG in London, Ontario. Ryan has also held a senior financial position with the development of a 5 star hotel project in the Turks & Caicos.

Ryan has a BBA from Wilfred Laurier University, and is a Chartered Professional Accountant and member of the Institute of Chartered Professional Accountants of Ontario.

Photo of Ryan Blain, BBA, CPA

Marcus Yang, CPA, CMA

United Kingdom

Marcus is an experienced corporate financier and qualified accountant (Canada), with over twenty years of banking and corporate finance experience gained from global financial and banking institutions.

He has work experiences from KPMG (Canada) and Deloitte (UK) as well as extensive banking experience from GE Capital, GE Asset Management (GEAM) and The Royal Bank of Scotland in London, UK. Most recently, he was a member of a London based, independent investment firm, Channel Capital Advisors ('CCA'), advising and arranging structured credit products for their global investors.

He is a qualified Chartered Professional Accountant ('CPA') of Ontario & Canada. He also holds a Chartered Institute for Securities & Investment (‘CISI’) Level 3 Certificate and FCA (UK) Approved Person with CF30 functions.

Photo of Marcus Yang, CPA, CMA
Our Locations
Locations Map
  • Cayman Islands

    Century House, Ground Floor
    Cricket Square, P.O. Box 2238
    George Town
    Grand Cayman
    Cayman Islands, KY1-1107

  • Turks and Caicos

    PO Box 137
    The Regent Village,
    Unit H205 Grace Bay Road
    Providenciales
    Turks and Caicos Islands
    British West Indies

  • London, UK

    Coastroad (UK) Limited
    1 Old Barrack Yard
    London, UK
    SW1X 7NP

Get in Touch
The Coastroad Group