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Wealth Advisors

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

Angeline Christensen

Angeline has been at Kootenay Savings since 2007 and loves talking about finances. When you work with Angeline, you get an investment specialist 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
Direct: 250.342.4884
angeline.christensen@kscu.com

 

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 | Mutual Fund Representative, Certified Financial Planner
Direct: 250.365.9953 
craig.mcfadden@kscu.com

 

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
Direct: 250.367.4712
john.merlo@kscu.com

 

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
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).

Cathy Fulcher

Cathy has been at Kootenay Savings since 2006 and her goal is to reduce your financial stress and help you to enjoy what you’ve already worked so hard for. Your peace of mind is Cathy’s priority and she has a relaxed approach and talks openly about financial goals, fears and aspirations. Having lived in the Kootenays her entire life, she lives with her husband on the banks of the Columbia River, loves having family visit and enjoying the great outdoor living that the Kootenays are famous for.

Trail | Investment Specialist
Direct: 250.368.2742 
cathy.fulcher@kscu.com

 

Jeff Holm

Jeff knows that everyone’s financial picture and goals are different and he believes that people should build an understanding of their finances and options. That’s why he works with you to create a financial plan, so you get personalized service and become more and more informed. Having lived in the Kootenays for 12 years with family ties going back generations, Jeff loves the calm here, where we can spend more time with family and the people important to us.

Castlegar, South Slocan | Certified Financial Planner, Investment Specialist
Direct: 250.304.7264
jeff.holm@kscu.com

 

Sheila Burkart

Sheila brings a big picture approach to advising. She understands the complexities of balancing life and investing because it can seem overwhelming when you’re already faced with decisions about how to spend your hard-earned money. Sheila helps by having conversations about what matters the most to you, your short and long term goals, and all the ways to get you there. When it comes to the Kootenays, Sheila enjoys the slower pace of life and all the outdoor activities that come with living here.

Trail, Fruitvale, Salmo | Investment Specialist
Direct: 250.368.2715
sheila.burkhart@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

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