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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.



Senior Wealth Advisors


​INVESTMENT ADVISOR, QTRADE ADVISOR

Bill Cook

CFP®, PFP®, FCSI®, RIS

Senior Wealth Advisor, Valley First Wealth Management 

Email Bill
Phone: 250-308-8596
Branches served: Armstrong, Enderby, Kamloops, Vernon

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​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

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​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

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​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

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​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

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Wealth Advisors

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​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Brittney Weatherill

CFP®, RIS, BBA

​Wealth Advisor, Valley First

Email Brittney
Phone: 250-826-7063
Branches served: Guisachan, Rutland

​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Charla Johnstone

QAFP™, RIS

​​Wealth Advisor, Valley First

Email Charla
Phone: 250-319-8951
Branches served: Kamloops

​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Crystal Schuhmacher

CFP®, RIS

​​Wealth Advisor, Valley First

Email Crystal
Phone: 250-462-1873
Branches served: Cherry Lane, Keremeos, Oliver

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Danielle Nielsen

RIS

​​Wealth Advisor, Valley First

​Email Danielle
Phone: 250-306-7994
Branches served: Orchard Plaza

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Heather Hunter

RIS

​​Wealth Advisor, Valley First

​Email Heather
Phone: 250-558-9491
Branches served: Armstrong, Enderby

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

James McCormick

RIS

​​Wealth Advisor, Valley First

​Email James
Phone: 250-274-1197
Branches served: Vintage Hills, Downtown Kelowna

​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Marko Stanojevic

B.Comm, RIS

​Wealth Advisor, Valley First

​Email Marko
Phone: 250-274-2687
Branches served: Penticton Main, Princeton

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Stacey Andersen

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.

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