ISLAND SAVINGS WEALTH MANAGEMENT
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.
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Blake Ellis
BA, CFP®, CIM®, FCSI®
Senior Wealth Advisor, Island Savings Wealth Management
Email Blake
Phone: 250-733-2710
Branches served: Mill Bay
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Chris Gerow
CFP®, RIS, RRC
Senior Wealth Advisor, Island Savings Wealth Management
Email Chris
Phone: 250-413-2025
Branches served: Mayfair, Douglas & Broughton, Jubilee, Brentwood
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Garret Gildersleeve
QAFP™, RIS
Senior Wealth Advisor, Island Savings Wealth Management
Email Garret
Phone: 250-816-2624
Branches served: Woodgrove, Cedar Road, Chemainus, Lake Cowichan
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Melody Marat
CFP®, RIS
Senior Wealth Advisor, Island Savings Wealth Management
Email Melody
Phone: 250-715-3773
Branches served: Duncan Centre
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Scott Howe
BA, PFP, CFP®, RIS, CPCA
Senior Wealth Advisor, Island Savings Wealth Management
Email Scott
Phone: 250-537-8868
Branches served: Salt Spring Island
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Travis Koivula
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 Advisors
Beni Briggs
MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.
MBA, PFP®, RIS
Wealth Advisor, Island Savings
Email Beni
Phone: 250-252-5489
Branches served: Mill Bay, Salt Spring Island
Cheryl Moriarity
MUTUAL FUNDS REPRESENTATIVE, CREDENTIAL ASSET MANAGEMENT INC.
PFP®
Wealth Advisor, Island Savings
Email Cheryl
Phone: 250-510-3167
Branches served: Westshore, Brentwood Bay
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
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
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.
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.