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FIND AN ADVISOR
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.
Daniel Marley
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
BA, RIS, QAFP™
Wealth Advisor, Island Savings
Email Daniel
Phone: 250-746-2957
Branches served: Cedar, Chemainus, Duncan Centre, Lake Cowichan, Woodgrove
Edd Bennett
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Wealth Advisor, Island Savings
Email Edd
Phone: 250-915-1292
Branches served: Brentwood
Jeremy Hendrikx
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
RIS
Wealth Advisor, Island Savings
Email Jeremy
Phone: 250-414-4199
Branches served: Douglas & Broughton, Jubilee, Mayfair, West Shore
Terri Leslie
MUTUAL FUNDS REPRESENTATIVE, AVISO WEALTH
Wealth Advisor, Island Savings
Email Terri
Phone: 250-538-5006
Branches served: Salt Spring Island
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.
