Skip to main content
 

Wealth Advisors

Expert insight and guidance plus friendly service to help chart your best possible investment course.
 
 
Angeline Christensen

Angeline Christensen

Angeline has been at Kootenay Savings since 2007 and loves talking about finances. When you work with Angeline, you get an investment advisor who is driven to help you succeed. Living just outside of Invermere, she loves spending time with her family as well as hiking, biking and horseback riding. 

Invermere, Kimberley, Radium | Mutual Funds Representative, Qtrade Asset Management
Direct: 250.342.4884
angeline.christensen@kscu.com

 
Craig McFadden

Craig McFadden

Born and raised in Castlegar, Craig has been at Kootenay Savings since 2009 and specializes in investment planning, insurance planning, estate planning, and cash flow analysis. He believes in a holistic approach to your financial situation when making recommendations and is also proactive with your portfolio to keep your plan on track and relevant. When it comes to the Kootenays, Craig loves it here because his whole family lives here and there’s nothing like those evening walks with his dog, Charlie.

Castlegar, South Slocan, Salmo | Certified Financial Planner, Mutual Fund Representative, Qtrade Asset Management, Insurance Representative
Direct: 250.365.9953 
craig.mcfadden@kscu.com

 
John Merlo

John Merlo

John has been in financial services for 25 years, specializing in retirement and estate planning. He puts your needs and concerns first, guiding you and making recommendations that are best for you. John also puts community first and is an active volunteer. He’s a member of the Colombo Lodge and a member of the Columbia Basin Trust Community Initiatives Committee as well as being very active in Kootenay Savings community activities.

Fruitvale, Greater Trail, Nakusp | Certified Financial Planner, Certified Executor Advisor, Mutual Funds Representative, Qtrade Asset Management, Insurance Representative
Direct: 250.367.4712
john.merlo@kscu.com

 
Shannon Glasheen

Shannon Glasheen

Shannon has been in wealth management for 11 years and specializes in financial planning, investment advising, socially responsible investing, insurance solutions and estate planning. She sees financial advising as a long term, trusting relationship that builds and changes as your life builds and changes. Living in the Kootenays most of her life, Shannon loves the mountains and forest and all the outdoor adventures to be had.  

Nakusp, New Denver, Kaslo, Greater Trail | Personal Financial Planner, Mutual Funds Representative, Qtrade Asset Management,Insurance Representative
Direct: 250.265.5008
shannon.glasheen@kscu.com

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

Tessa Rieberger

Helping you reduce financial stress and enjoy what you’ve worked hard for is Tessa’s priority. She can bring to light all the opportunities available to you while remaining focused on your unique goals. Tessa was born and raised in the West Kootenays before making the move to the East Kootenays, where she continues her appreciation for the people, culture and natural beauty of our communities.

Investment Specialist, Kootenay Savings Credit Union
Mutual Funds Representative, Qtrade Asset Management
Direct: 250.432.4207
tessa.rieberger@kscu.com

 
Sheila Burkart

Angela Ferraro

Angela is an Investment Specialist with over 10 years experience in the financial services industry.  With a passion for enhancing financial well being, she strives to demystify investing by offering clear explanations and finding investment solutions that align with your comfort level and financial goals.  Angela has roots in the Kootenays and cherishes time spent with her husband, two sons and dog, Layla.  Her different hobbies and interests reflect a vibrant blend of professional expertise and personal fulfilment.

Investment Specialist, Kootenay Savings Credit Union
Mutual Funds Representative, Qtrade Asset Management
Direct: 250.304.7264
angela.ferraro@kscu.com

 
Select Image

Wendy Belfry

With over 35 years in the financial services industry, Wendy brings a wealth of experience and knowledge to help with your investments. Whether you’re new to investing or well seasoned, Wendy will work with you to help make your financial goals a reality. A resident of the West Kootenays since 2014, she enjoys paper crafting and spending time with her husband and two miniature schnauzers.

Investment Specialist, Kootenay Savings Credit Union
Mutual Funds Representative, Qtrade Asset Management
Direct: 250.368.2742
wendy.belfry@kscu.com

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

 

Smart Investing & Planning

Want to talk?