A personal approach tailored to suit your financial wellness
One of our wealth advisors would be happy to sit down with you to discuss your goals and provide expert guidance on the best way to achieve them. They can work with you to create a personalized financial roadmap, recommend high-quality investments, then monitor your progress to help you stay on track.
CFP®, PFP®, FCSI®, RIS
Senior Wealth Advisor, Valley First Wealth Management
Email Bill
Phone: 250-308-8596
Branches served: Armstrong, Enderby, Kamloops, Vernon
CFP®, RIS
Senior Wealth Advisor, Valley First Wealth Management
Email Bruce
Phone: 250-488-1128
Branches served: Cherry Lane, Keremeos
B.Comm, RIS
Senior Wealth Advisor, Valley First Wealth Management
Email Luke
Phone: 250-498-6277
Branches served: Oliver
CFA®, CIM, FCSI®
Senior Wealth Advisor, Valley First Wealth Management
Email Robert
Phone: 250-487-7201
Branches served: Penticton Main, Princeton
CFP®, FMA, RIS
Senior Wealth Advisor, Valley First Wealth Management
Email Todd
Phone: 778-214-2649
Branches served: Guisachan, Downtown Kelowna, Orchard Plaza, Rutland, Vintage Hills
CFP®, RIS, BBA
Wealth Advisor, Valley First
Email Brittney
Phone: 250-826-7063
Branches served: Guisachan, Rutland
B.Comm, RIS
Wealth Advisor, Valley First
Email Charles
Phone: 250-546-4210
Branches served: Armstrong, Enderby
CFP®, RIS
Wealth Advisor, Valley First
Email Crystal
Phone: 250-462-1873
Branches served: Cherry Lane, Keremeos, Oliver
RIS
Wealth Advisor, Valley First
Email Danielle
Phone: 250-808-5490
Branches served: Orchard Plaza
RIS
Wealth Advisor, Valley First
Email James
Phone: 250-274-1197
Branches served: Vintage Hills, Downtown Kelowna
CFP®
Wealth Advisor, Valley First
Email Karl
Phone: 250-571-5701
Branches served: Kamloops
Wealth Advisor, Valley First
Email Marilyn
Phone: 250-490-2752
Branches served: Penticton Main, Princeton
CFP®, RIS
Wealth Advisor, Valley First
Email Stacey
Phone: 250-540-2248
Branches served: Vernon
Valley First Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union. FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. 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).
Everything is easier with a little help.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.