Wealth Management Team
The knowledge and expertise to help you achieve your financial goals.
Our qualified investment specialists and financial planners are here to offer you a full range of services including:
- financial advice and planning to help you build a financial blueprint
- expert guidance in choosing your life and health insurance
- a wide range of investment products to help you grow your wealth
Come talk to one of our professionals today!
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
Qtrade Asset Management Inc. | First Credit Union
Katryna has been a member of the First Credit Union team since 2004. As a CERTIFIED FINANCIAL PLANNER® she 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
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
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
Qtrade Asset Management Inc. l First Credit Union
Tracy has been involved in the financial services industry for almost 20 years. She has extensive experience in both investments and lending, helping members to establish a strong financial foundation. She has completed the Canadian Securities and Investment Funds in Canada Courses, and has a diploma in Business Administration. She is currently working on the Personal Financial Planning® designation.
Tracy believes that financial advice does not need to be overly complicated, and strives to deliver a holistic approach to support members in reaching their financial goals. Her approach helps individuals take the stress out of financial management which gives time for members to focus on other important aspects of their lives. Whether you are just beginning your financial journey, nearing retirement, or already retired, Tracy would love to meet with you to discuss your goals and help you achieve financial wellness.
Tracy.Holbrook@firstcu.ca
250-336-2272
