OUR 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.
INVESTMENT ADVISOR, AVISO WEALTH
Blake Ellis
BA, CFP®, CIM®, FCSI®
Senior Wealth Advisor, Island Savings Wealth Management
Email Blake
Phone: 250-733-2710
Branches served: Mill Bay
INVESTMENT ADVISOR, AVISO WEALTH
Garret Gildersleeve
QAFP™, RIS
Senior Wealth Advisor, Island Savings Wealth Management
Email Garret
Phone: 250-816-2624
Branches served: Woodgrove, Cedar Road, Chemainus, Lake Cowichan
INVESTMENT ADVISOR, AVISO WEALTH
Melody Marat
CFP®, RIS
Senior Wealth Advisor, Island Savings Wealth Management
Email Melody
Phone: 250-715-3773
Branches served: Duncan Centre
INVESTMENT ADVISOR, AVISO WEALTH
Scott Howe
BA, PFP, CFP®, RIS, CPCA
Senior Wealth Advisor, Island Savings Wealth Management
Email Scott
Phone: 250-537-8868
Branches served: Salt Spring Island
INVESTMENT ADVISOR, AVISO WEALTH
Travis Koivula
B.Eng, CFA, CFP®, CIM®, FCSI®, CIWM
Senior Wealth Advisor, Island Savings Wealth Management
Email Travis
Phone: 250-386-4003
Branches served: Mayfair, Westshore
Let's connect soon.
Our team of experts is here to help.
Island Savings 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 and other securities are offered through Aviso Wealth, a division of Aviso financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
© First West Credit Union. All rights reserved.