Speak to an advisor or at the branch
One of the greatest benefits of working with a trusted advisor is personalized financial guidance tailored to your needs and goals.
FINANCIAL PLANNING AND ADVICE
Every goal starts with a plan. Our financial planners can help your financial goals take flight.
.jpg)
Value of expert advice
How our experts can help you
Whether you’re saving for a home, education, or retirement, we’ll help you build a plan that’s right for you—wherever you are on your financial journey.
- Getting started with investing
- Retirement planning
- Getting out of debt
- Building education savings
- Buying a home
- Responsible Investing (RI)
- Preparing for unforseen expenses
- Saving for a trip
A team of financial planners
Meet our team
Bradley Byard
PFP®, QAFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Bradley Byard
Phone: 250-980-8963
Branches served: Orchard Plaza, Rutland
Charles Barton
PFP®, RIS
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Charles Barton
Phone: 250-546-4210
Branches served: Armstrong, Enderby
Danielle Nielsen
RIS, PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Danielle Nielsen
Phone: 250-808-5490
Branches served: Westbank
Jeffrey Schoon
CFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Jeffrey Schoon
Phone: 250-980-8944
Branches served: Downtown Kelowna, Guisachan
Laura Cragg
PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Laura Cragg
Phone: 250-541-5604
Branches served: Vernon
Marilyn Barg
PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Marilyn Barg
Phone: 250-490-2752
Branches served: Penticton Main, Princeton
Shelly Dundas
PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Shelly Dundas
Phone: 250-571-5727
Branches served: Kamloops
Expert advice
Insights to reach your life goals
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
We're here to assist you
Call us
Monday to Friday: 8am - 8pm
Saturday: 8:30am - 4pm
Sunday: 11am - 3pm
Chat with us
Message us
An advisor will get back to you