THIS WEEK: What happens with your money and assets late in life? There are probably more factors to consider than at first glance. That was the case for one client who, when widowed, worked with Travis to make sure their lifestyle and legacy were taken care of. Our experts expose the many factors to plan for with your family.
Plus! We invite you to an upcoming live conversation with Yufei Man, Director of Asset Allocation and Investment Strategy at NEI Investments. If you’re wondering what the market outlook is for 2021 and beyond – and why people are now choosing Responsible Investments in over 60% of their portfolios – register at: https://wealthbeingmay2021.eventbrite.ca/
Do you have a Money Problem you’d like our help with? You can contact Kevin, Sheena and Travis with your question at firstname.lastname@example.org. We will get back to you with an answer.
Or visit any of our Island Savings, Envision Financial, or Valley First locations to talk with an advisor who will provide personal financial advice.
OUR WEALTHBEING HOSTS
B.Eng, CFA, CFP®, CIM, FCSI, CIWM
Senior Wealth Advisor | Senior Investment Advisor
Island Savings Insurance Services | Credential Securities
Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, passing all three tests on his first attempt. In addition he is a Certified Financial Planner (top 1% of his class), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).
Wealth Planning Specialist, Valley First
Sheena meets every client with a fervent desire to create a uniquely remarkable experience. As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, her array of knowledge and experience means that Sheena leave no question unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. Clients benefit from her strategic approach and “big picture” mindset that incorporates tax optimization ESG principals and integration.
Assistant Branch Manager, Envision Financial
When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial Assistant Branch Manager, Kevin Lehman, he's likely in your top five personal game-changers. After attending the University of the Fraser Valley, Kevin sought new opportunities that led him to begin his career with Envision Financial, a division of First West Credit Union. And it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and join the management team within five years. Today, as Kevin continues to pursue his Personal Financial Planner designation, he coaches a team of advisors to make a lasting impression on people's wellbeing.