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    WealthBeing 

    by Island Savings


    Being in good financial health makes you feel at ease every day. You are free to pursue your goals and prepared to manage your future needs. Could your pocketbook be in better shape?  

    If life has thrown you a financial curveball, or if you just want to be more in control of your money, tune-in to WealthBeing. Every week, we diagnose a spending, saving, borrowing, investing, or other financial problem to provide simple advice that can help you thrive. 

    You’ll hear about real-life financial challenges that our Island Savings hosts, guests and members have encountered. We’ll share the time-tested financial solutions we recommend to members. And every week you’ll receive a simple strategy that you can use right away to improve your financial health.



    WHERE TO LISTEN:


    WealthBeing is live on Saturday mornings at 8:00 a.m. on CFAX 1070

    Search WealthBeing in your podcatcher to stream our episodes on demand:
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    Recent episodes

    Ep. 8 - Wealth for Women

    Travis and Derrick welcome Karen Witowski, Island Savings branch manager, to talk about the financial challenges that affect women.

    Ep. 7 - Top questions and conundrums about mortgages

    Travis and Derrick welcome Island Savings branch manager, Dan Adair, to simplify many of the complex questions we get from people who want, or have, a mortgage.

    Ep. 6 - Yours, mine, ours. Money talk for couples

    If you and your partner don't see eye-to-eye about money, you're not alone. Most people in a relationship report feeling stressed about spending habits and savings goals.

    Additional episodes

    Ep. 5 - Keeping it all in the family (finances)

    We all think we’re pretty good at sharing. We’ll split a dessert or lend a garden rake with no questions asked. So why does combining our finances with a partner lead to confusion and frustration?

    Ep. 4 - Simple and strategic ways to use a TFSA and RRSP

    Travis and our guest, Lorena Milkert, Director of Retail and Business Banking at Island Savings, make it simple to understand how the Tax-Free Savings Account and Registered Retirement Savings Plan work, when they’re a good fit for your goals, and a few times you might want to opt for other savings methods. 

    Ep. 3 - Investing mistakes you don't have to make

    For most people, investing is both mentally and emotionally taxing. On this episode of WealthBeing, Travis is sharing the strategies he uses to help his clients make the best, stress-free investing decisions to reach their goals and avoid making costly mistakes. 

    Ep. 2 - Managing debt (so it doesn’t manage you) with guest expert, Annie Nolan

    Debt can be stressful, confusing, embarrassing… and sometimes a good financial decision! On this episode of WealthBeing, we invite our colleague, Annie Nolan, Senior Financial Advisor at Island Savings, to talk about the variety of ways debt impacts our financial health, and we learn her simpleways to manage what we owe.

    Ep. 1 - Setting financial goals that stick

    We all have big dreams and good intentions when it comes to your financial plans. But setting a course and staying on track can be a challenge. On this episode of WealthBeing, we make it simple to progress toward your goals. 

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    Our WealthBeing Hosts


    Travis Koivula

    Eng, CFA, CFP®, CIM, FCSI, CIWM
    Senior Wealth Advisor | Senior Investment Advisor Island Savings Insurance Services | Credential Securities


    ​Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, passing all three tests on his first attempt. In addition he is a Certified Financial Planner (top 1% of his class), Canadian Investment Manager(CIM), Fellow of the Canadian Securities Institute(FSCI) and a Chartered Strategic Wealth Professional(CSWP).

    Born and raised in Kamloops, Travis completed his Bachelor of Engineering degree at the University of Victoria and developed strong ties to the Capital region. Inspired by the work of Warren Buffett and Peter Lynch, he switched paths and turned his hobby and love of investment strategy into a career. Travis specializes in working with Island Savings members who are US citizens and transferring American assets to Canada. He has extensive experience in retirement income and estate planning and enjoys helping members find ways to maintain a steady income when they are no longer working.

    Derrick Sketchley

    Branch Manager
    Island Savings
    Westshore branch


    As manager of Island Savings' Westshore branch, Derrick leads a team to help members become educated and feel confident about their financial picture. Throughout his eight-year career in the financial industry, Derrick has helped people understand how to set and meet goals that take care of their immediate needs, family finances, long-term aspirations, and retirement. He believes that simple financial planning starts with trusted advice, and leads to a more fulfilling life.  

    Derrick's desire to help others thrive extends well beyond his workday. From a young age he involved himself in the community as a volunteer firefighter, Big Brother, advocate for BC Children's Hospital, lead fundraiser for the United Way, and by teaching financial literacy to local schoolchildren. 

    Ask Derrick for help and he'll give you 110%, believing that the result of his effort will pay-off in multitudes. Whether he is helping his family, friends, or Island Savings' members, Derrick is always happiest when he's making a difference. He believes that a strong community leads to stronger, happier individuals. 


    First West Insurance Services Ltd., offering financial planning, life insurance and investments, is a wholly owned subsidiary of First West Credit Union. Island Savings Insurance is a trade-mark of First West Credit Union, and is used under license. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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    HOW'S YOUR FINANCIAL HEALTH?


    ​If you would like to talk to Travis or Derrick to get help with your personal finances, comment on a subject discussed on WealthBeing, or suggest a topic you would like to learn more about, please send us your thoughts below.
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