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FIND AN ADVISOR
One of the greatest benefits of having an ongoing relationship with a trusted advisor is their ability to tailor financial services to suit your personal needs.
Our advisors will work with you to help you reach your goals with a personalized plan. Reach out to an advisor today.
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Allison Rupitz
CFP®
Wealth Advisor, Valley First
Email Allison
Phone: 250-980-8963
Branches served: Downtown Kelowna, Orchard Plaza, Rutland
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Charles Barton
B.Comm, PFP, RIS
Wealth Advisor, Valley First
Email Charles
Phone: 250-546-4210
Branches served: Armstrong, Enderby
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Danielle Nielsen
RIS
Wealth Advisor, Valley First
Email Danielle
Phone: 250-808-5490
Branches served: Westbank
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Jeffrey Schoon
CFP®
Wealth Advisor, Valley First
Email Jeffrey
Phone: 250-980-8944
Branches served: Guisachan
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Laura Cragg
PFP
Wealth Advisor, Valley First
Email Laura
Phone: 250-541-5604
Branches served: Vernon
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Marilyn Barg
Wealth Advisor, Valley First
Email Marilyn
Phone: 250-490-2752
Branches served: Penticton Main, Princeton
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Shelly Dundas
Wealth Advisor, Valley First
Email Shelly
Phone: 250-571-5727
Branches served: Kamloops
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Tia Carlesimo
Senior Wealth Advisor, Valley First
Email Tia
Phone: 250-490-2733
Branches served: Cherry Lane, Oliver, Keremeos
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Portfolios is a division of Aviso Financial Inc.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.
© First West Credit Union. All rights reserved.
