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ENVISION FINANCIAL WEALTH MANAGEMENT
EVOLVING WITH YOU AS YOUR NEEDS GROW
As your financial partner, we’ll work closely with you to develop a comprehensive financial roadmap that reflects who you are and where you want to go.
SOPHISTICATED SOLUTIONS FOR YOUR UNIQUE NEEDS
When it comes to wealth services, we always make decisions in the best interest of our members and we’re committed to improving your financial well-being.
Let’s talk about your wealth management goals. We’ll help you choose the best approach for your specific needs.
OUR SERVICE PROMISE
TAILORED ADVICE
Your goals, timelines, risk tolerance, and values are all deeply personal to you—and we’ll work with you to align your investment plan with each of these priorities.
ONGOING EDUCATION
Continuous learning and collaboration is an essential part of long-term investing. Our goal is for you to better understand what you’re invested in (and why) to build your confidence and help you stay the course regardless of changing market conditions.
FOCUS ON DIVERSITY
Thoughtful diversification within your portfolio is vital to your success. We’ll ensure your assets are both allocated in appropriate account types and invested in a range of quality options.
LONG TERM COMMITMENT
Your portfolio may require ongoing adjustments as your needs and goals change over time—a rebalancing role that we’ll deliver on when any life changes shift your priorities.
"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.
We are committed to you. Our advisors will work with you to help you reach your goals with a personalized plan."
David Yan | VP, Wealth Management
As a credit union, we are committed to your financial wellbeing. As your needs and goals change, our wealth experts can help ensure your money and future stand the test of time.
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, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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.
