​WEALTH MANAGEMENT

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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. 


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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.

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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. 

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David Yan

"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

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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.

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​Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulator authorities.

Envision Financial Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union.

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WE'RE HERE FOR YOU

Everything is easier with a little help.

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