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​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.


Senior Wealth Advisors


​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

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​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

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​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

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​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

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​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

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​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

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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

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, Mill Bay, 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, Brentwood Bay, 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.

​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.

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