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VALLEY FIRST WEALTH MANAGEMENT
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.
INVESTMENT ADVISOR, QTRADE ADVISOR
Bill Cook
CFP®, PFP® RIAC®
Senior Wealth Advisor, Valley First Wealth Management
Email Bill
Phone: 250-308-8596
Branches served: Armstrong, Enderby, Kamloops, Vernon
INVESTMENT ADVISOR, QTRADE ADVISOR
Bruce LeFranc
CFP®, RIS
Senior Wealth Advisor, Valley First Wealth Management
Email Bruce
Phone: 250-488-1128
Branches served: Cherry Lane, Keremeos
INVESTMENT ADVISOR, QTRADE ADVISOR
Luke Ellis
B.Comm, RIS
Senior Wealth Advisor, Valley First Wealth Management
Email Luke
Phone: 250-498-6277
Branches served: Oliver
INVESTMENT ADVISOR, QTRADE ADVISOR
Robert Oleksyn
CFA®, CIM, FCSI®
Senior Wealth Advisor, Valley First Wealth Management
Email Robert
Phone: 250-487-7201
Branches served: Penticton Main, Princeton
INVESTMENT ADVISOR, QTRADE ADVISOR
Todd Kennelly
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
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.
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.
