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​YOUR WEALTH MANAGEMENT TEAM

A personal approach tailored to suit your financial wellness


​One of our wealth advisors would be happy to sit down with you to discuss your goals and provide expert guidance on the best way to achieve them. They can work with you to create a personalized financial roadmap, recommend high-quality investments, then monitor your progress to help you stay on track.



Senior Wealth Advisors



​INVESTMENT ADVISOR, CREDENTIAL SECURITIES

Blake Ellis

CFP®, CIM®, FCSI®

Email Blake
Phone: 250-733-2710
Branches served: Mill Bay

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​INVESTMENT ADVISOR, CREDENTIAL SECURITIES

Chris Gerow

CFP®, RIS, RRC

Email Chris
Phone: 250-413-2025
Branches served: Mayfair, Douglas & Broughton, Jubilee, Brentwood

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​INVESTMENT ADVISOR (MUTUAL FUNDS), CREDENTIAL SECURITIES

Garret Gildersleeve

QAFP™

Email Garret
Phone: 250-816-2624
Branches served: Woodgrove, Cedar Road, Chemainus, Lake Cowichan, Ladysmith

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​INVESTMENT ADVISOR, CREDENTIAL SECURITIES

Melody Marat

QAFP™, RIS

Email Melody
Phone: 250-715-3773
Branches served: Duncan Centre

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​INVESTMENT ADVISOR, CREDENTIAL SECURITIES

Scott Howe

BA, PFP, CFP®, RIS, CPCA

Email Scott
Phone: 250-537-8868
Branches served: Salt Spring Island

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​INVESTMENT ADVISOR, CREDENTIAL SECURITIES

Travis Koivula

B.Eng, CFA, CFP®, CIM®, FCSI®, CIWM

Email Travis
Phone: 250-386-4003
Branches served: Mayfair, Westshore, Pender Island

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Wealth Advisors


Alex Spurling

MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.

Email Alex
Phone: 250-883-0385
Branches served: Mayfair, Douglas & Broughton, Jubilee, Brentwood, Westshore

Beni Briggs

MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.

MBA, PFP®, RIS

Email Beni
Phone: 250-733-2716
Branches served: Mill Bay, Salt Spring Island

Cory Baker

MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.

BA

Email Cory
Phone: 250-746-2989
Branches served: Duncan Centre, Lake Cowichan



​Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities 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. Credential Securities is a registered mark owned by Aviso Wealth Inc. 

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