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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®, FCSI®, RIS
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 Advisors
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.
Charles Barton
B.Comm, RIS
Wealth Advisor, Valley First
Email Charles
Phone: 250-546-4210
Branches served: Armstrong, Enderby
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: 250-808-5490
Branches served: Orchard Plaza
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.
Karl Reddick
CFP®
Wealth Advisor, Valley First
Email Karl
Phone: 250-571-5701
Branches served: Kamloops
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.
Marilyn Barg
Wealth Advisor, Valley First
Email Marilyn
Phone: 250-490-2752
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. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).
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.
