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​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

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​INVESTMENT ADVISOR, QTRADE ADVISOR

Bruce LeFranc

CFP®, RIS

Email Bruce
Phone: 250-488-1128
Branches served: Cherry Lane, Keremeos

IIROC AdvisorReport

​INVESTMENT ADVISOR, QTRADE ADVISOR

Luke Ellis

B.Comm, RIS

Email Luke
Phone: 250-498-6277
Branches served: Oliver

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​INVESTMENT ADVISOR, QTRADE ADVISOR

Robert Oleksyn

CFA®, CIM, FCSI®

Email Robert
Phone: 250-487-7201
Branches served: Penticton Main, Princeton

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​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

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Wealth Advisors



​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Brittney Weatherill

CFP®, RIS, BBA

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

​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Charla Johnstone

QAFP™, RIS

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

​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Crystal Schuhmacher

CFP®, RIS

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

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Heather Hunter


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

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

James McCormick


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

​​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Marko Stanojevic

B.Comm

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

​MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Stacey Andersen

QAFP™, RIS

Email Stacey
Phone: 250-540-2248
Branches served: Vernon, 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.

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