OUR TEAM


A personal approach tailored to suit your financial wellness



One of our wealth advisors would be happy 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, AVISO WEALTH

Bill Cook

CFP®, PFP® 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, AVISO WEALTH

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, AVISO WEALTH

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, AVISO WEALTH

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, AVISO WEALTH

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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