Island Savings

Our Personal Insurance Advisors

 

Our Island Savings Insurance Services team of highly accredited financial planning experts serves Island communities from downtown Victoria to Cedar, from Salt Spring Island to Lake Cowichan. To locate a Personal Insurance Advisor near you, find your local branch in the list below:

Brentwood Bay
Chris Gerow

Douglas & Broughton
Chris Gerow

Mayfair
Chris Gerow

Tuscany Village
Chris Gerow

Jubilee
Chris Gerow

WestShore
Chris Gerow

Mill Bay
Ted Noakes

Duncan area
Garret Gildersleeve, Kiefer West

Lake Cowichan
Kiefer West

Chemainus
Garret Gildersleeve

Cedar
Garret Gildersleeve

Woodgrove
Garret Gildersleeve

Ladysmith
Garret Gildersleeve

Salt Spring Island
Ted Noakes

Pender Island
Chris Gerow

Management Team
Lynn Tetarenko, Robin Marshall, Adrien Rota

Administrative Assistant
Trish Fox

 

Meet our Personal Insurance Advisors

 

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 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, Duncan Centre, 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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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 and Lake Cowichan 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:
250-746-2935  |   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 Credential Financial 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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