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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.
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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
Allison Peters
CFP®, BBA
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Allison Peters
Phone: 250-980-8963
Branches served: Orchard Plaza
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
Laura Cragg
PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Valley First
Email Laura Cragg
Phone: 250-541-5604
Branches served: Vernon
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.
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Monday to Friday: 8am - 8pm
Saturday: 8:30am - 4pm
Sunday: 11am - 3pm
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