Island Savings

Our Investment Experts

 

Our team of highly accredited financial planning experts serves Island communities from downtown Victoria to Cedar, from Salt Spring Island to Lake Cowichan. To locate an investment expert near you, find your local branch in the list below:

Meet our Investment Team

 

Jocelyn Dewar, CFP®

Senior Wealth Advisor / Senior Investment Advisor
Island Savings Insurance Services / Credential Securities

Phone:
250-390-6655  |   Email: JDewar@islandsavings.ca

Serving: Island Savings’ Woodgrove, Chemainus, Lake Cowichan, Cedar and Ladysmith branches

Jocelyn has worked in the financial services industry since 2006 and made the switch to the credit union system in 2008. She holds the Certified Financial Planner (CFP®) designation. Jocelyn is dedicated to discovering members’ individual needs and creating tailored solutions to give them financial peace of mind. Her strength in reviewing members’ full financial picture and taking the mystery out of financial planning helps give members a sense of confidence in their financial future. In her spare time, Jocelyn is an avid rock climber and hiker, a casual mountain biker and a terrible Scrabble player.

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Blake Ellis, CFP®, CIM®, FCSI®

Senior Wealth Advisor / Senior Investment Advisor
Island Savings Insurance Services / Credential Securities

Phone:
250-733-2710  |   Email: BEllis@islandsavings.ca

Serving: Island Savings’ Mill Bay branch

Blake joined Island Savings in 2006. He holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations in addition to a life insurance license. Blake specializes in holistic planning and creating investment and retirement plans that enable clients to build and protect their wealth. He provides a high level of tailored service to meet the unique needs of every individual and uses his knowledge of economic theory and market analysis to better serve his clients. He has dedicated himself to continuous professional development through ongoing formal study with the Canadian Securities Institute.

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Chris Gerow, CFP®, RRC®, RIS

Senior Advisor Investments and Insurance / Senior Advisor Investments
Island Savings Insurance Services / Credential Asset Management Inc.

Phone:
250-413-2025  |   Email: CGerow@islandsavings.ca

Serving: Island Savings’ Douglas & Broughton, Jubilee, Mayfair, WestShore, Mayfair, Brentwood, Tuscany Village and Pender Island branches

Chris was born and raised in Victoria and plans on being a lifelong resident. He has worked in the financial services industry since 2011 and holds the Certified Financial Planner (CFP®) designation, the Registered Retirement Consultant (RRC®) designation and the Responsible Investment Specialist (RIS) designation. He has completed the Canadian Investment Funds course and holds his Life Insurance License. Chris specializes in building comprehensive financial plans for members. He believes that with a detailed plan that is reviewed and updated regularly, members will have the financial resources they need to realize their goals and stay on track. Chris strives to deliver exceptional member experience through hard work, trust and integrity. His favourite part of his job is the long-term relationships he gets to build with members. He takes great satisfaction in seeing members achieve financial success and peace of mind. In his free time, Chris enjoys giving back to the community and volunteering with local organizations and charities.

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Garret Gildersleeve

Advisor Insurance and Investments / Advisor Investments
Island Savings Insurance Services / Credential Asset Management Inc.

Phone:
250-912-7709  |   Email: GGildersleeve@islandsavings.ca

Serving: Island Savings’ Woodgrove, Ladysmith, Chemainus and Cedar branches

Born and raised on Vancouver Island, Garret lived in Port Hardy for many years before moving back to Nanaimo. He studied finance at Vancouver Island University and holds his life license as well as his mutual funds license. Prior to joining Island Savings, Garret worked at a major insurance company where he provided comprehensive financial planning for business owners and individuals. He specializes in risk management solutions for families and business owners as well as tax advantaged retirement planning. He enjoys building relationships with members and delivering solid financial advice to help them grow and protect their assets. Outside of work, Garret enjoys the outdoors and staying active with his family.

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Claire Hinchliffe, BMgt

Senior Advisor Investments and Insurance / Advisor Investments
Island Savings Insurance Services / Credential Asset Management Inc.

Phone:
250-746-2947  |   Email: CHinchliffe@islandsavings.ca

Serving: Island Savings’ Duncan Centre branch

Claire moved to the Island from Alberta in 2001 and currently resides in Duncan. She earned her Bachelor of Business Management from the University of Lethbridge and completed the Investment Funds in Canada course through the Canadian Securities Institute. Sports have always been an integral part of Claire’s life and have taught her the importance of working hard. In the past, she served as the General Manager of a fitness club and as the General Manager of a local gymnastics club. She began her career in financial services five years ago with a major bank and has found her work in the industry to be very rewarding. Claire is passionate about member service and her favourite part of her job is building relationships and helping people realize their goals.

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Scott Howe, BA, PFP®, CFP®, CPCA®

Senior Wealth Advisor / Senior Investment Advisor
Island Savings Insurance Services / Credential Securities

Phone:
250-537-8868  |   Email: SHowe@islandsavings.ca

Serving: Island Savings’ Salt Spring Island branch

Scott has been a resident of Salt Spring Island since 2000 and has been with Island Savings for the last 12 years. He studied at Dalhousie, Carleton, BCIT and Laval and completed both the Canadian Securities course as well as the Certified Financial Planner designation. He also has his Life License and is a Certified Professional Consultant on Aging who specializes in financial planning for seniors and retirees. Scott enjoys helping his clients see the bigger picture, developing customized financial plans that meet their unique needs and helping them get what they want out of life.

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Travis Koivula, BEng, CFA, CFP®, CIM®, FCSI®, CIWM®

Senior Wealth Advisor / Senior Investment Advisor
Island Savings Insurance Services / Credential Securities

Phone:
250-386-4003  |   Email: TKoivula@islandsavings.ca

Serving: Island Savings’ Brentwood, Douglas & Broughton, Jubilee, Mayfair, Pender Island, Tuscany Village and WestShore branches

Travis has been helping credit union members achieve their financial goals since 2007. He is one of the most accredited financial advisors in the province, holding his CFA®, CFP®, CIM®, FCSI®, CIWM and Certified Professional Consultant on Aging designations. He uses his extensive knowledge to help members turn their retirement savings into regular paycheques. He also works with members to invest in such a way that taxes are minimized and more money ends up in your pocket at the end of the day. When it’s time to start thinking about the next generation, Travis helps members implement strategies such as buy/sell agreements, estate freezes and family trusts. A unique aspect of Travis’ practice is his ability to offer customized portfolios and fossil fuel free solutions. Travis enjoys giving back to the community and practicing a socially responsible lifestyle.

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Melody Marat

Wealth Advisor / Senior Investment Advisor
Island Savings Insurance Services / Credential Securities

Phone:
250-715-3773  |   Email: MMarat@islandsavings.ca

Serving: Island Savings’ Duncan Centre branch

Melody moved to the Island December 1992 and settled in the Cowichan Valley in 1996 where her and her husband raised their two daughters in Shawnigan Lake. She has spent nearly 30 years’ in financial services industry. Melody has completed the Canadian Securities Course and Wealth Management Essentials, and is currently studying for her Life Insurance License Qualification Program and her Certified Financial Planner designation. She believes each client is unique and so are their circumstances, needs and future goals. Her investment philosophy is built on communication, trust and exceptional service. Outside of work, Melody supports all the music and theatre the valley offers and enjoys getting outside and simply enjoying the beautiful space we live in.

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Ted Noakes, MA, CIM®, CFP®

Senior Advisor Investments and Insurance / Senior Advisor Investments
Island Savings Insurance Services / Credential Asset Mananagement Inc.

Phone:
250-733-2708  |   Email: TNoakes@islandsavings.ca

Serving: Island Savings’ Mill Bay and Salt Spring branches

From his BC hometown to South America and Europe, Ted's education and work experiences have afforded him tremendous experience in matters of finance. With a Masters in Economics, a Bachelor of Arts with a double major in Economics and Spanish, and several certifications (including CFM and CIM), he is an expert in simplifying complex issues. Ted was named “forecaster of the year” by the Edmonton CFA Society in 2013, and is known for helping people understand their financial picture. Ted’s specialties include integrated planning, estate issues, family planning and retirement and income planning. For over seven years, he has taught finance at several notable Canadian universities, and he continues to thrive on sharing his knowledge - helping his clients realize that they can, indeed, achieve their goals. Outside the office, you are likely to find Ted exploring the outdoors by foot or by bicycle, studying current investment trends, or catching a Victoria HarbourCats game.

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Kiefer West

Advisor Investments and Insurance / Advisor Investments
Island Savings Insurance Services / Credential Asset Mananagement Inc.

Phone:
250-746-2989  |   Email: KWest@islandsavings.ca

Serving: Island Savings’ Duncan Centre, Lake Cowichan and Chemainus branches

Kiefer has lived on the Island his entire life. He was born and raised in Duncan but moved to Nanaimo in 2012. He attended Vancouver Island University where he completed his Bachelor of Business Administration with a Major in Finance, he also has his Mutual Funds and Life Insurance License. Kiefer joined Island Savings in 2011. Knowing that investments can be intimidating and complex, he works to make it simple and easy to understand. His favourite part of his job is helping members feel comfortable and knowledgeable about investments and giving them peace of mind that comes with knowing their familys’ financial well being is protected now and in the future.

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Lynn Tetarenko

Assistant Vice President, Financial Planning & Advice

Phone:
250-510-1353  |   Email: LTetarenko@islandsavings.ca

Lynn has over 17 years of experience in the financial services industry in both advisory and management positions. She also has five years of experience in marketing and sponsorship. As Assistant Vice President, Financial Planning & Advice, Lynn is responsible for providing leadership, strategic direction and coaching to the Wealth Management sales & service teams. She also manages Island Savings’ relationship with Aviso Wealth Inc. Lynn is passionate about ensuring our members have a remarkable financial planning experience, and takes pleasure in knowing that our advisors are making a difference in the financial lives of our members. Lynn lives in the Cowichan Valley with her husband. In 2014, she climbed Mt Kilimanjaro and raised almost $30,000 for the Alzheimer’s Society of BC in memory of her father and grandmother.

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Robin Marshall, CFP®, FCSI®

Regional Manager, Financial Planning & Advice

Phone:
250-510-7894  |   Email: RMarshall@islandsavings.ca

Robin joined Island Savings in 2017 and she and her husband relocated to Victoria from Abbotsford. With 26 years experience in financial services in both advisory and management roles, Robin is providing leadership and coaching to our Insurance and Investment Advisors as well as the Administrative team. Robin holds her PFP® and CFP® designations, has completed the Canadian Securities course and hold her Life Insurance license. She is passionate about helping her team so that our members receive the best possible advice to achieve their dreams and goals. After raising their family in the Lower Mainland, Robin and her husband are excited to be exploring the many lakes, beaches and trails around Vancouver Island and getting to know their new community.

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Adrien Rota

Wealth Coordinator

Phone:
250-748-4728  |   Email: ARota@islandsavings.ca

Adrien is a long-time resident of the Cowichan Valley. She’s been with the credit union for 23 years and with the Wealth Management team for a decade. Adrien holds her Branch Compliance Officers Course, Investment Funds in Canada, as well as her Associate of Commerce (Finance). From our Regional Office in Duncan, Adrien serves as the liason between Island Savings and Credential, managing reporting, registrations, licensing and compliance. Outside of work, she enjoys spending time with her family at the local ice arena and dance studio.

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Patti Bailey

Administrative Assistant, Financial Planning

Phone:
250-743-1747  |   Email: pbailey@islandsavings.ca

Serving: Island Savings’ Mill Bay branch working with Blake Ellis

Patti was born and raised in Victoria and moved to the Cowichan Valley in 1988. She spent several years working in the credit union system before settling down in the Cowichan Valley to raise her children. Patti joined Island Savings in 1995 and enjoyed roles in member service and reception prior to becoming an administrative assistant. She has completed the Canadian Securities Course, Conducts & Practices and Investment Representative, as well as CUIC - Fundamentals of Personal Financial Planning and CUIC – Residential Mortgage and Consumer Lending. She takes pride in providing excellent service and is inspired by watching clients build their wealth and reach their financial goals. She loves that the industry is constantly changing and she is learning something new every day.

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Bev Cleal

Administrative Assistant, Financial Planning

Phone:
250-386-4003  |   Email: bcleal@islandsavings.ca

Serving: Island Savings’ Mayfair branch working with Travis Koivula

Bev was born and raised in Nanaimo before moving to Victoria. After several years of traveling and living in England and Australia, she returned to Victoria with her family 31 years ago and has been with Island Savings for 29 years. She completed the Canadian Securities Course and Professional Financial Planning Course from the Canadian Securities Institute and also holds her Travel Consultant Diploma. Bev specializes in administration and member service. She enjoys working with members and providing the highest level of service. In this industry, nothing stands still, and Bev loves that she gets to learn something new every day.

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Loretta Schwab

Administrative Assistant, Financial Planning

Phone:
250-715-3773  |   Email: lschwab@islandsavings.ca

Serving: Cowichan Valley working with Melody Marat

Loretta grew up in northern British Columbia and moved to Vancouver Island in 1975. She spent many years in Honeymoon Bay and Lake Cowichan before moving to Duncan in 1987. Loretta studied at St. Paul’s University in Ottawa before joining Island Savings in 1986. She enjoyed many different roles in member service and administration before becoming an administrative assistant. Loretta specializes in finding solutions, helping members with their non-trade and banking needs, and keeping her team organized. She has taken numerous accounting and bookkeeping courses and completed CUIC - Fundamentals of Personal Financial Planning and CUIC - Consumer and Residential Mortgage Lending. Loretta is an avid learner and continues to educate herself by taking courses at the local college and by correspondence. She is also a Certified Holistic Nutritional Consultant.

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Kathy Shaw

Administrative Assistant, Financial Planning

Phone:
250-390-6658  |   Email: kathys@islandsavings.ca

Serving: Island Savings’ Cedar, Chemainus, Ladysmith, Lake Cowichan and Nanaimo branches working with Jocelyn Dewar

Kathy has lived on the Island for more than 40 years, and her hometown is beautiful Ladysmith, BC. She joined Island Savings in 2009 and enjoyed roles in banking and member service before becoming an administrative assistant. Kathy has extensive experience in customer service, administration and management, as well as sales and event planning. Before joining Island Savings, she worked as the development manager at the Chemainus Theatre Festival where she implemented membership campaigns and fundraising activities and managed sponsorships, advertising sales and contracts. Kathy’s favourite parts of her job are building long-term relationships and knowing that her team is making a positive difference in the financial lives of members.

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Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. First West Insurance Services Ltd., offering financial planning, life insurance and investments, is a wholly owned subsidiary of First West Credit Union. Island Savings Insurance is a trade-mark of First West Credit Union, and is used under license.