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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.



Senior Wealth Advisors


INVESTMENT ADVISOR, QTRADE ADVISOR

Angelo Demelo

Senior Wealth Advisor, Envision Financial Wealth Management 

Email Angelo
Phone: 250-639-4702
Branches served: Kitimat

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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

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INVESTMENT ADVISOR, QTRADE ADVISOR

Brett Clark

CIM®, RIS, QAFP™

Senior Wealth Advisor, Envision Financial Wealth Management 

Email Brett
Phone: 604-308-1723
Branches served: North Delta, Fleetwood, Newton

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INVESTMENT ADVISOR, QTRADE ADVISOR

Christian Martin 

​BA, CFP®

Senior Wealth Advisor, Envision Financial Wealth Management 

Email Christian
Phone: 604-592-7212
Branches served: Willoughby

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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

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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

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INVESTMENT ADVISOR, QTRADE ADVISOR

Keith Wood

CFP®, FMA, RHU

Senior Wealth Advisor, Envision Financial Wealth Management 

Email Keith
Phone: 604-501-4227
Branches served: Tsawwassen

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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

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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

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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

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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

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Wealth Advisors


MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Andrea Frustaci

CIM®, RIS

Wealth Advisor, Envision Financial 

Email Andrea
Phone: 604-828-4896
Branches served: Ladner, Newton, North Delta, Tsawwassen

MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

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 INC.

Renee Green

RIS

Wealth Advisor, Envision Financial 

Email Renee
Phone: 604-996-2246
Branches served: Chilliwack City, Garrison, Hope, Sardis

MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Sara Lima

RIS

Wealth Advisor, Envision Financial 

Email Sara
Phone: 672-998-0248
Branches served: Town Centre, Abbotsford Village, High Street, Mission


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.

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