Skip to main content
BANK
BORROW
INVEST
BUSINESS
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, CREDENTIAL ASSET MANAGEMENT INC.
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, CREDENTIAL ASSET MANAGEMENT INC.
Wealth Advisor, Island Savings
Email Edd
Phone: 250-915-1292
Branches served: Brentwood
Jeremy Hendrikx
MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.
RIS
Wealth Advisor, Island Savings
Email Jeremy
Phone: 250-414-4199
Branches served: Douglas & Broughton, Jubilee, Mayfair, West Shore
Terri Leslie
MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.
Wealth Advisor, Island Savings
Email Terri
Phone: 250-538-5006
Branches served: Salt Spring Island
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities 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. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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.
