OUR 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.
INVESTMENT ADVISOR, AVISO WEALTH
Andrea Frustaci
CFP®, CIM®, RIS
Senior Wealth Advisor, Envision Financial Wealth Management
Email Andrea
Phone: 604-828-4986
Branches served: Fleetwood, North Delta, Newton
INVESTMENT ADVISOR, AVISO WEALTH
Angelo Demelo
Senior Wealth Advisor, Envision Financial Wealth Management
Email Angelo
Phone: 250-639-4702
Branches served: Kitimat
INVESTMENT ADVISOR, AVISO WEALTH
Brenda Mercier
CFP®, CPA, CMA, CIM®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Brenda
Phone: 604-501-4217
Branches served: Ladner
INVESTMENT ADVISOR, AVISO WEALTH
Christian Martin
BA, CFP®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Christian
Phone: 604-592-7212
Branches served: Willoughby
INVESTMENT ADVISOR, AVISO WEALTH
David Francilia
CFP®, RIS
Senior Wealth Advisor, Envision Financial Wealth Management
Email David
Phone: 604-502-4921
Branches served: South Point, Cloverdale
INVESTMENT ADVISOR, AVISO WEALTH
Jorge Batista
CFP®, CPCA
Senior Wealth Advisor, Envision Financial Wealth Management
Email Jorge
Phone: 604-501-4247
Branches served: Sunshine Hills
INVESTMENT ADVISOR, AVISO WEALTH
Keith Wood
CFP®, FMA, RHU
Senior Wealth Advisor, Envision Financial Wealth Management
Email Keith
Phone: 604-501-4237
Branches served: Tsawwassen
INVESTMENT ADVISOR, AVISO WEALTH
Lisa Free
CFP®, FMA, CPCA, FCSI®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Lisa
Phone: 604-557-7497
Branches served: Abbotsford Village, Hope, Mission
INVESTMENT ADVISOR, AVISO WEALTH
Marc Chenard
MA, CFP®, CIM®, RIS
Senior Wealth Advisor, Envision Financial Wealth Management
Email Marc
Phone: 604-557-7467
Branches served: Town Centre, High Street
INVESTMENT ADVISOR, AVISO WEALTH
Rick Jordan
CFP®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Rick
Phone: 604-703-7694
Branches served: Sardis, Chilliwack City, Garrison
INVESTMENT ADVISOR, AVISO WEALTH
Steve Gillespie
B. COMM, CIWM, FCSI®, CIM®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Steve
Phone: 604-703-7615
Branches served: Chilliwack City
Let's connect soon.
Our team of experts is here to help.
Envision Financial 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 and other securities are offered through Aviso Wealth, a division of Aviso financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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