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ENVISION FINANCIAL WEALTH MANAGEMENT
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, QTRADE ADVISOR
Andrea Frustaci
CFP®, CIM®, RIS
Senior Wealth Advisor, Envision Financial
Email Andrea
Phone: 604-828-4986
Branches served: Fleetwood, North Delta, Newton
INVESTMENT ADVISOR, QTRADE ADVISOR
Angelo Demelo
Senior Wealth Advisor, Envision Financial Wealth Management
Email Angelo
Phone: 250-639-4702
Branches served: Kitimat
INVESTMENT ADVISOR, QTRADE ADVISOR
Brenda Mercier
CFP®, CPA, CMA, CIM®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Brenda
Phone: 604-501-4217
Branches served: Ladner
INVESTMENT ADVISOR, QTRADE ADVISOR
Christian Martin
BA, CFP®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Christian
Phone: 604-592-7212
Branches served: Willoughby
INVESTMENT ADVISOR, QTRADE ADVISOR
David Francilia
CFP®, RIS
Senior Wealth Advisor, Envision Financial Wealth Management
Email David
Phone: 604-502-4921
Branches served: South Point, Cloverdale, Ridge Meadows
INVESTMENT ADVISOR, QTRADE ADVISOR
Jorge Batista
CFP®, CPCA
Senior Wealth Advisor, Envision Financial Wealth Management
Email Jorge
Phone: 604-501-4247
Branches served: Sunshine Hills
INVESTMENT ADVISOR, QTRADE ADVISOR
Keith Wood
CFP®, FMA, RHU
Senior Wealth Advisor, Envision Financial Wealth Management
Email Keith
Phone: 604-501-4237
Branches served: Tsawwassen
INVESTMENT ADVISOR, QTRADE ADVISOR
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, QTRADE ADVISOR
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, QTRADE ADVISOR
Rick Jordan
CFP®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Rick
Phone: 604-703-7694
Branches served: Sardis, Chilliwack City, Garrison
INVESTMENT ADVISOR, QTRADE ADVISOR
Steve Gillespie
B. COMM, CIWM, FCSI®, CIM®
Senior Wealth Advisor, Envision Financial Wealth Management
Email Steve
Phone: 604-703-7615
Branches served: Chilliwack City
Envision Financial Wealth Advisors
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT
Ankit Bansal
Wealth Advisor, Envision Financial
Email Ankit
Phone: 778-867-2613
Branches served: Ladner, Tsawwassen, South Point
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT
Crystal Chow
PFP®
Wealth Advisor, Envision Financial
Email Crystal
Phone: 604-329-6790
Branches served: Sunshine Hills, Tsawwassen, North Delta, Newton, Ladner
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT
Karim Dhanani
RIS
Wealth Advisor, Envision Financial
Email Karim
Phone: 778-222-0192
Branches served: Willoughby, Cloverdale, Fleetwood, Ridge Meadows, South Point
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT
Michael Pratt
CFP®
Wealth Advisor, Envision Financial
Email Michael
Phone: 672-998-0248
Branches served: Abbotsford Village, High Street, Mission, Town Centre
MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT
Renee Green
RIS
Wealth Advisor, Envision Financial
Email Renee
Phone: 604-996-2246
Branches served: Chilliwack City, Garrison, Hope, Sardis
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. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management 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.
