YOUR WEALTH MANAGEMENT TEAM
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®
Email Bill
Phone: 250-308-8596
Branches served: Armstrong, Enderby, Kamloops, Lumby, Vernon
INVESTMENT ADVISOR, QTRADE ADVISOR
Bruce LeFranc
INVESTMENT ADVISOR, QTRADE ADVISOR
Luke Ellis
INVESTMENT ADVISOR, QTRADE ADVISOR
Robert Oleksyn
CFA®, CIM, FCSI®
Email Robert
Phone: 250-487-7201
Branches served: Penticton Main, Princeton
INVESTMENT ADVISOR, QTRADE ADVISOR
Todd Kennelly
CFP®, FMA, RIS
Email Todd
Phone: 778-214-2649
Branches served: Guisachan, Downtown Kelowna, Orchard Plaza, Rutland, Vintage Hills
Wealth Advisors
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.
Brittney Weatherill
CFP®, RIS, BBA
Email Brittney
Phone: 250-826-7063
Branches served: Guisachan, Downtown Kelowna, Orchard Plaza, Rutland
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.
Charla Johnstone
QAFP™, RIS
Email Charla
Phone: 250-319-8351
Branches served: Kamloops, Enderby
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.
Crystal Schuhmacher
CFP®, RIS
Email Crystal
Phone: 250-462-1873
Branches served: Cherry Lane, Keremeos, Oliver, Penticton Main, Princeton
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.
James McCormick
Email James
Phone: 250-274-1197
Branches served: Penticton Main, Vintage Hills
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.
Stacey Andersen
QAFP™, RIS
Email Stacey
Phone: 250-540-2248
Branches served: Vernon, Armstrong, Lumby
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.