Our expertise means your financial success.

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

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

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. 

Reach out to Scott - Scott.Kovacs@firstcu.ca, 604-483-8684 

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.

Reach out to Katryna - Katryna.Lawry@firstcu.ca, 604-483-8654

Barb Cooper, CPCA

Mutual Funds Representative | Life Insurance Agent | Qtrade Asset Management | First Credit Union
Powell River

When asked why she likes her job, Barb says she "loves to help people with their finances and their future."

Barb has been in the investment industry since 1993 and with First since 2006. Her education and experience give her the expertise to tailor solutions based on individual goals and investment styles. Her values of dedication, compassion, and respect align beautifully with First Credit Union's values.

She's a proud wife, mother of two, and grandmother of five who enjoys staying active in all seasons by hiking, golfing, and curling.

Reach out to Barb - Barb.Cooper@firstwealth.ca, 604-483-8670

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. 

Reach out to Randall - Randall.Smisko@firstwealth.ca, 604-483-8682

Tracy Holbrook PFP® 

Mutual Funds Representative | 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.

Reach out to Tracy - Tracy.Holbrook@firstcu.ca, 250-336-2272

Get in touch with one of our specialists today and start growing your wealth.

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).