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    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Allison Rupitz

    CFP®

    ​Wealth Advisor, Valley First

    Email Allison
    Phone: 250-980-8963
    Branches served: Downtown Kelowna, Orchard Plaza, Rutland

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Charles Barton

    B.Comm, PFP, RIS

    ​Wealth Advisor, Valley First

    Email Charles
    Phone: 250-546-4210
    Branches served: Armstrong, Enderby

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Danielle Nielsen

    RIS

    ​​Wealth Advisor, Valley First

    ​Email Danielle
    Phone: 250-808-5490
    Branches served: Westbank

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Jeffrey Schoon

    CFP®

    ​​Wealth Advisor, Valley First

    ​Email Jeffrey
    Phone: 250-980-8944
    Branches served: Guisachan

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Laura Cragg



    ​​Senior Financial Advisor, Valley First

    ​Email Laura
    Phone: 250-541-5604
    Branches served: Vernon

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Marilyn Barg



    ​​Wealth Advisor, Valley First

    ​Email Marilyn
    Phone: 250-490-2752
    Branches served: Penticton Main, Princeton

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Shelly Dundas 



    ​​Wealth Advisor, Valley First

    ​Email Shelly
    Phone: 250-571-5727
    Branches served: Kamloops

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    Tia Carlesimo



    ​​Senior Wealth Advisor, Valley First

    ​Email Tia
    Phone: 250-490-2733
    Branches served: Cherry Lane, Oliver, Keremeos

    MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

    James McCormick

    RIS

    ​​Wealth Advisor, Valley First



    ​Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).