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
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Chris Gerow
CFP®, RIS, RRC
Email Chris
Phone: 250-413-2025
Branches served: Mayfair, Douglas & Broughton, Jubilee, Brentwood
INVESTMENT ADVISOR (MUTUAL FUNDS), CREDENTIAL SECURITIES
Garret Gildersleeve
QAFP™
Email Garret
Phone: 250-816-2624
Branches served: Woodgrove, Cedar Road, Chemainus, Lake Cowichan, Ladysmith
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Melody Marat
INVESTMENT ADVISOR, CREDENTIAL SECURITIES
Scott Howe
BA, PFP, CFP®, RIS, CPCA
Email Scott
Phone: 250-537-8868
Branches served: Salt Spring Island
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
Wealth Advisors
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.