Investing

Planning your finances and investments is a personal affair.  You’re welcome to drop into your branch office and ask to see a Financial Services Officer, or phone to arrange an appointment with a representative from the Wealth Management department.  Tell us how and when you’d like to start planning for your future and we'll be happy to help.

Wealth Management Relocation

Contact our First Wealth Management team today:

Gilles Patenaude, CFP® - Wealth Management Specialist
Gilles.Patenaude@firstwealth.ca
604-483-8676

Barb Cooper – Life Insurance Agent
Barb.Cooper@firstwealth.ca
604-483-8670

Randall Smisko, B.Sc. – Life Insurance Agent
Randall.Smisko@firstwealth.ca
604-483-8682

We offer a full range of investment products to help you meet all your goals. For more information on any of these products, please visit the following pages:




To contact one of our professional and knowledgeable advisors, please choose one of the following:

*Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.

 

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