In 2022, WealthBeing is bringing you conversations about what matters most when it comes to your finances. You'll hear new discussions of topics that will help you thrive, and updates to a few of conversations we're revisiting so that you can get our best advice when you need it. Our first new essential financial focus is all about the questions that our financial advisors want you to ask about in order to ensure that your money is working for you now and throughout the year.
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Get in touch with Travis, Sheena and Kevin by emailing firstname.lastname@example.org
Or connect with a financial advisor at any of our locations across BC:
Enderby & District Financial
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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, is a Certified Financial Planner, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).
Wealth Planning Specialist, Valley First
As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, Sheena's array of knowledge and experience means that no question goes 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.
Regional Manager, Business Banking, 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’s Regional Manager of Business Banking, Kevin Lehman, he's likely one of your personal game-changers. After attending the University of the Fraser Valley, Kevin’s search for new opportunities led him to Envision Financial 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 lead a team of business banking advisors to help local companies thrive.