Wealth Management Team
With qualified financial planners and life insurance specialists as part of our team, we're here to:
- Build a plan that will help you accomplish your financial goals and support you along the way
- Ensure you have the right protection for you and your loved ones
- Align your values and financial goals with the right investment products
Jordan Elwood, CFP®
Mutual Funds Representative | Regional Manager, Wealth | Qtrade Asset Management Inc | First Credit Union
Comox Valley
Jordan began his financial services career in 2005, with one of Canada's top 5 banks before transitioning to financial planning in 2013. As an advocate for comprehensive financial planning, Jordan extends his expertise to provide invaluable guidance across investment, retirement, and estate planning domains.
Currently serving as the Regional Manager of Wealth at First Credit Union, Jordan assumes a pivotal role in leading a team of seasoned experts specializing in Will & Estate Planning, Charitable Giving, Tax Considerations, and Investment Strategies. With an unwavering commitment to delivering exceptional financial solutions, Jordan tailors strategies that align seamlessly with the unique needs and aspirations of each member.
Jordan collaborates with our Retail, Commercial, and Business Banking teams, fostering a synergistic approach that ensures clients receive comprehensive support and tailored financial services across key facets of their financial journey.
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Book an appointment with Jordan |
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250-650-0288 |
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Jordan.Elwood@firstcu.ca |
Scott Kovacs, B.Mgt., CFP®
Financial Planner | Wealth Management Specialist | Qtrade Asset Management | First Credit Union
Powell River
Everyone's situation is unique. Scott has been helping members achieve their financial goals for over 20 years by providing advice and financial plans specific to them.
Scott knows that the right investments are only part of the solution and with strong knowledge in everything from taxation to retirement planning, he will ensure that you are in the best position possible. He accomplishes this by listening to his clients, building successful long term relationships and ensuring his approach is understandable.
His ideal day off involves walking his dog in the scenic trails of Powell River, and as an avid cook, honing his culinary skills.
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Book an appointment with Scott |
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604-483-8684 |
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Scott.Kovacs@firstcu.ca |
Katryna Lawry, CFP®
Financial Planner | Wealth Management Specialist | Qtrade Asset Management | First Credit Union
Powell River
Whether you are just starting out or about to enjoy retirement, Katryna knows how to help you build a strong financial foundation.
Katryna has been part of the First team since 2004, and has been providing expert advice and guidance to clients since 2008. Being married to an entrepreneur husband gives her unique insight into the challenges and rewards of business ownership, and the financial considerations that go along with it. She has extensive experience in all areas of financial services, including lending, making her well-equipped to help her clients with their unique financial picture.
In her free time she can often be found at the local recreation centre cheering her kids on at hockey.
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Book an appointment with Katryna |
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604-483-8654 |
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Katryna.Lawry@firstcu.ca |
Randall Smisko, B.Sc.
Mutual Funds Representative | Life Insurance Agent | Qtrade Asset Management | First Credit Union
Powell River & Bowen Island
Randall offers a comprehensive approach to helping members define and accomplish their goals, no matter where they are on their financial journey.
Since 2005 he has worked in all areas of financial services, including lending and investments and in 2015 began providing expert advice on life and health insurance to members and businesses. He can help you grow your wealth and protect your future.
When he's not careening down a mountain on his bike, Randall is exploring other trails with his young family.
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Book an appointment with Randall |
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604-483-8682 |
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Randall.Smisko@firstwealth.ca |
Tracy Holbrook, CFP®
Financial Planner | Personal Account Manager | Qtrade Asset Management | First Credit Union
Comox Valley
Tracy believes in simple, straightforward financial advice and her holistic approach supports members in achieving financial wellness.
She's been involved in the financial services industry since 2000 and has extensive experience in both investments and lending, helping members establish a strong financial foundation. Tracy helps take the stress out of financial management and gives members time back to focus on the important aspects of their lives.
When not with members, she loves to hike with her dog, kayak, and does almost anything that gets her outside into B.C.'s beautiful backyard.
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Book an appointment with Tracy |
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250-336-2272 |
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Tracy.Holbrook@firstcu.ca |
