achieving more together
When you open an account with Valley First, you become a member and an owner, with an equal voice in how we operate—no matter your balance. Guided by our members, we put people before profits by delivering world‑class banking, trusted financial advice and a member‑centred approach that helps simplify lives and create a future where everyone can flourish.
Simon joined Valley First in 2019 as Director of Commercial Banking. He came to the Okanagan following a 16-year career in business and commercial banking, which included a strong focus on international trade finance. As President he draws from his breadth of experience in portfolio management, risk management and creating structured working capital solutions to grow and support members.
Simon is a solution-focused leader and is passionate about building member relationships and driving member loyalty. He connects people and businesses and is dedicated to making a difference in the community where he serves and lives. Simon is also active in Valley First’s signature cause, Feed the Valley, and is dedicated to strengthening the credit union movement across Canada. He is currently a member of the Canadian Credit Union Association’s Farm Credit Canada - Credit Union Liaison Committee, which is focused on building relationships between credit unions and the vital agricultural sector across Canada.
Benefits
We listen deeply to understand people’s unique needs, so we can truly serve the interests of our members, our team members and our communities.
We build trusting relationships within our teams, our communities and our profession to help each other succeed.
We dare to explore new possibilities, take bold steps and continuously learn and grow.
Partnerships
We believe in the power of partnership, working together to achieve social impact and make a difference in our communities.
A collective of trusted local brands
At Tru Cooperative Bank, we’re an expanding collective of trusted financial services brands that are stronger together. We connect to people with education, advice and tools so they have the opportunity and confidence to build a life they love.
Reach your financial goals and strengthen your community – that’s banking with purpose. Discover the benefits of belonging to a financial cooperative.
Valley First, a division of Tru Cooperative Bank, acknowledges that we have privilege of doing business on the traditional territory of Secwepemcúl'ecw (Secwépemc), Syilx tmixʷ (Okanagan), and Nłeʔkepmx Tmíxʷ (Nlaka'pamux) Peoples. Enderby & District Financial, a division of Tru Cooperative Bank, acknowledges that we have privilege of doing business on the traditional territory of Syilx tmixʷ (Okanagan) and Secwepemcúl'ecw (Secwépemc) Peoples.
Speak to an advisor or at the branch
Monday to Friday: 8am - 8pm
Saturday: 8:30am - 4pm
Sunday: 11am - 3pm
An advisor will get back to you
