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.
BA, CFP®, CIM®, FCSI®
Senior Wealth Advisor, Island Savings Wealth Management
Email Blake
Phone: 250-733-2710
Branches served: Mill Bay
CFP®, RIS, RRC
Senior Wealth Advisor, Island Savings Wealth Management
Email Chris
Phone: 250-413-2025
Branches served: Mayfair, Douglas & Broughton, Jubilee, Brentwood
QAFP™, RIS
Senior Wealth Advisor, Island Savings Wealth Management
Email Garret
Phone: 250-816-2624
Branches served: Woodgrove, Cedar Road, Chemainus, Lake Cowichan
CFP®, RIS
Senior Wealth Advisor, Island Savings Wealth Management
Email Melody
Phone: 250-715-3773
Branches served: Duncan Centre
BA, PFP, CFP®, RIS, CPCA
Senior Wealth Advisor, Island Savings Wealth Management
Email Scott
Phone: 250-537-8868
Branches served: Salt Spring Island
B.Eng, CFA, CFP®, CIM®, FCSI®, CIWM
Senior Wealth Advisor, Island Savings Wealth Management
Email Travis
Phone: 250-386-4003
Branches served: Mayfair, Westshore
Island Savings Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union. FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. 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.
Everything is easier with a little help.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.