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One of the greatest benefits of having an ongoing relationship with a trusted advisor is their ability to tailor financial services to suit your personal needs.
Our advisors will work with you to help you reach your goals with a personalized plan. Reach out to an advisor today.
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
BA, RIS, QAFP™
Wealth Advisor, Island Savings
Email Daniel
Phone: 250-746-2957
Branches served: Woodgrove, Chemainus, Cedar
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
PFP®
Wealth Advisor, Island Savings
Email Alisa
Phone: 250-733-2715
Branches served: Duncan, Lake Cowichan, Salt Spring Island
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
CFP®, PFP®
Wealth Advisor, Island Savings
Email Faizan
Phone: 250-733-2714
Branches served: Millbay, Westshore, Brentwood
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
PFP®, RIS
Wealth Advisor, Island Savings
Email Annie
Phone: 250-519-4803
Branches served: Mayfair, Douglas and Broughton, Jubilee
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Portfolios is a division of Aviso Financial 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.