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One of the greatest benefits of having an ongoing relationship with a trusted advisor is their ability to tailor financial services to suit your personal needs.
Our advisors will work with you to help you reach your goals with a personalized plan. Reach out to an advisor today.
PFP®
Financial Planner, Envision Financial
Email Ankit
Phone: 778-867-2613
Branches served: Ladner, Tsawwassen, South Point
PFP®
Financial Planner, Envision Financial
Email Jessica
Phone: 604-703-7715
Branches served: Garrison, Sardis, Chilliwack City
PFP®, FCSI®
Financial Planner, Envision Financial
Email Mandeep
Phone: 604-502-4912
Branches served: Sunshine Hills
CFP®, FMA®
Financial Planner, Envision Financial
Email Michael
Phone: 672-998-0248
Branches served: Abbotsford Village, High Street, Mission, Town Centre
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Portfolios is a division of Aviso Financial Inc.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.
© First West Credit Union. All rights reserved.