Wealth Management Team

The knowledge and expertise to help you acheive your financial goals.

Our qualified investment specialists and financial planners are here to offer you a full range of services including:

Come talk to one of our professionals today!

Scott Kovacs, B.Mgt., CFP® Expand/Collapse

Financial Planner | Wealth Management Specialist
Qtrade Asset Management Inc. | First Credit Union

Scott Kovacs joined First Credit Union in 2000 with a Bachelor of Management Degree and several years experience in financial services. As a CERTIFIED FINANCIAL PLANNER® Scott takes the conversation above and beyond just the investments themselves. He takes particular pride in being able to add value by providing helpful information and advice that either a) saves his clients money, b) helps them reach their goals quicker or easier, or c) gives them peace of mind in knowing that they are making the best informed decisions.
Scott accomplishes this by taking the time to listen to his clients, understand their goals, and provide personally tailored end outcomes that meets those needs. He provides a high level of personalized service centered on building successful long term relationships. Best of all, his approach is first and foremost understandable.

Scott.Kovacs@firstcu.ca
604-483-8684

Katryna Lawry, PFP® Expand/Collapse

Mutual Funds Representative | Personal Account Manager
Qtrade Asset Management Inc. | First Credit Union

Katryna has been a member of the First Credit Union team since 2004.  She has completed her Personal Financial Planning (PFP®) designation and is always excited to provide expert advice and guidance to both new and existing clients and enjoys assisting them in meeting their financial goals. With a young family of her own and an entrepreneur husband, she understands the importance of one's financial foundation. Her ability to offer both investment and lending services allows her to help her clients with their unique financial blueprint. No matter what life stage you are at, from just starting out to enjoying retirement, Katryna looks forward to working with you to build your strong financial foundation.

Katryna.Lawry@firstcu.ca
604-483-8654

Erin English Expand/Collapse

Mutual Funds Representative l Personal Account Manager
Qtrade Asset Management Inc. l First Credit Union  

Erin has over 25 years of experience in the financial services industry working in a wide variety of roles, and uses this experience to provide expert advice and guidance while working with new and existing clients. Knowing that a solid foundation is key to a strong financial future, Erin’s ability to offer lending, investment services, and advice, will ensure that your financial blueprint is in order. No matter what age you are, or stage you are at, she looks forward to working with you to build a strong financial foundation.

Erin.English@firstcu.ca
250-336-2272

Gilles Patenaude, CHS, CFP® Expand/Collapse

Financial Planner | Wealth Management Specialist
Qtrade Asset Management Inc. | First Wealth Management

Gilles has been giving financial direction to small & medium sized businesses for many years. As a natural extension of this, Gilles began to include this service to individuals in 2005. Since then, he has added a life insurance license and a Certified Health Insurance Specialist designation, so that he can offer a full range of products including risk management. Most recently he completed his CERTIFIED FINANCIAL PLANNER® designation, offering an excellent understanding of the need to always keep the big picture in mind. He believes in looking at all of the relevant parts to help people be more prepared for life. This holistic approach helps to focus on the fact that this is about working with you to avoid unnecessary financial hardship, live life more fully, and to meet your goals.

Gilles.Patenaude@firstwealth.ca
604-483-8676

Barb Cooper, CPCA Expand/Collapse

Mutual Funds Representative  l  Life Insurance Agent
Qtrade Asset Management Inc.  l  First Wealth Management

Barb has been involved in the financial services industry for over 20 years. She has completed numerous courses including the Canadian Securities Course, the Canadian Investment Funds Course, and the Professional Financial Planning Course. She also holds a life insurance license, and has been trained and designated as a Certified Professional Consultant on Aging (CPCA). Barb’s strength is rooted in her core values of putting people first, pursuing excellence, acting with integrity, and servicing her client’s needs with honesty, dedication, compassion, and respect. She uses her education and experience to offer unbiased advice and to recommend solutions based on individual goals and investment styles.

Barb.Cooper@firstwealth.ca
604-483-8670

Randall Smisko, B.Sc. Expand/Collapse

Mutual Funds Representative  l  Life Insurance Agent
Qtrade Asset Management Inc.  l  First Wealth Management

Born and raised in Powell River, Randall graduated with a Bachelor of Science degree from the University of Wisconsin-Superior. He enjoys working and raising his family in his hometown, where he has been actively involved in the community and loves spending time hiking, fishing and playing hockey.

With over a decade of experience in financial services, including lending, he offers a comprehensive approach to getting people on track by looking at their current financial picture and working with them to achieve their goals. Offering both investment and insurance products and advice, he can help you grow your wealth, while also ensuring that your future is protected. Whether you are just starting out, or already established, Randall can help you define and accomplish your goals.

Randall.Smisko@firstwealth.ca
604-483-8682

 

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Qtrade Asset Management

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