Envision Financial

Referral Perks®

When something makes you happy, you want to tell the world! Our Referral Perks® program rewards our valued members and the new people you’d like to introduce us to.

Get Free Chequing!

Simplify your finances with a Simply Free Account®—it's simple, and free!

Learn more

Register on our Referral Perks® website and use it to refer a friend to visit one of our Envision Financial branches and join First West Credit Union, and you'll both be eligible to earn a $50 prepaid MasterCard®—that's right, a $50 thank you gift for each of you!


Refer Now


Follow these simple steps:

  1. Visit our Referral Perks® website.
  2. Click the ‘REFER NOW’ button, enter your email
    address, and create a password.
  3. Use the site to refer friends, family and colleagues through e-mail
    or using social media such as Facebook, Twitter and LinkedIn.
  4. Be sure to complete your profile—this is how we securely verify you
    as a member!

Then your friend needs to:

  1. Unlock your referral offer.
  2. Become a member and open a Simply Free Account®.


5 great reasons to refer us to your friends and family

Overwhelmed by fees and underwhelmed by the service? If this sounds like the place you bank, you really need to keep reading and find out why Envision Financial a division of First West Credit Union, is one of the fastest growing credit unions in BC.

  1. Our Simply Free Account® is really FREE—no strings attached.

    Why would you pay for daily banking? Our Simply Free Account® has FREE Interac e-Transfers®, FREE access to 3000 ATMs across Canada, FREE unlimited debit transactions, FREE bill payments and a lot more with no minimum balance requirement.


  2. Everything you need in banking. And a lot more.

    We offer a complete range of personal and business banking products and services in addition to home, auto and travel insurance and a team of full-service investment professionals. With our in-house experts, we have you covered from your first savings account to your first mortgage.


  3. We’ll do all the work to help you switch over.

    Leave the work of switching financial institutions to us! This means you get to relax and check out all the other ways we make your financial life simple—enjoy great services like our mobile app and BIGChange®, our innovative account feature that helps you effortlessly save for the important stuff.


  4. We are leading the way in banking innovation.

    Our budgeting and spending tools in online banking bring all of your accounts and financial information into one place and help you stay on top of your finances.


  5. We share the wealth.

    Banking with us is the best financial decision you’ve made, and if you refer your friend to join using Referral Perks®, we’ll give you both a $50 pre-paid MasterCard®.


If you have any questions along the way, review our Frequently Asked Questions. If you require assistance, you can use this Contact Us form to reach the Referral Perks® Support Team.

Or you can learn more about the Program Rules and Terms & Conditions on our Referral Perks® website.

Have a question? Simply contact us and we'll provide you with the information you're looking for.


Use our contact form to send us a message—we'll be sure to reply to you with the details you're looking for shortly.

In Person

If you're more comfortable coming in to see us, we'd be happy to chat with you about the questions you have.

By Phone

If you’d like to call us, here is a complete list of our branch and insurance office numbers.