FINANCIAL ADVISORS
INVESTMENT SPECIALISTS
West Kootenays
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, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.365.9953
craig.mcfadden@ksmoneyworks.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, Mutual Funds Representative, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.367.4712
john.merlo@ksmoneyworks.com
Shannon Glasheen
Shannon has been in wealth management for 16 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 | Certified Financial Planner, Mutual Funds Representative, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.265.5008
shannon.glasheen@ksmoneyworks.com
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Kootenay Savings MoneyWorks Ltd. is a wholly owned subsidiary of Kootenay Savings Credit Union. Kootenay Savings MoneyWorks Ltd. us a licensed life insurance agency offering financial planning, life insurance and investments.
Kootenay Savings MoneyWorks Ltd. is a wholly owned subsidiary of Kootenay Savings Credit Union. Kootenay Savings MoneyWorks Ltd. us a licensed life insurance agency offering financial planning, life insurance and investments.
East Kootenays
Brendan Donahue
Brendan grew up in Invermere and after spending 13 years away from the Valley working and graduating from the University of Alberta’s Business Faculty, returned in 2004.This return marked the beginning of a succession plan to take over the former office of Bruce McLaughlin Financial.
Brendan began his career as a Financial Advisor in 2001, in Calgary, Alberta with HSBC Securities Inc. Since that time, he has earned the Canadian Investment Manager designation, the Financial Management Advisor designation, and is a proud member of the Fellow of the Canadian Securities Institute of Canada.
Brendan is actively engaged in the community and has held various volunteer positions with youth sports, service clubs, and other organizations over the past 21 years.
Invermere & East Kootenay Area | Investment Advisor, BCOMM, CIM®, FCSI®, FMA, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.342.2112
brendan.donahue@ksmoneyworks.com
Holly Jones
Holly grew up in Invermere, and upon graduation from high school, moved to Calgary to attend the University of Calgary. She earned a Bachelor of Arts in Communications.
Holly moved back to Invermere in 2009, and in 2012, joined the financial services industry. Since 2012, after becoming insurance and securities licenced, she has been specializing in wealth management and insurance solutions.
With her young family, Holly enjoys all that the Columbia Valley has to offer, especially curling and skiing in the winter and hiking and exploring the mountains in the summer.
Invermere & East Kootenay Area | Investment Advisor, BA, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.342.2112
holly.jones@ksmoneyworks.com
Sara Worley
Sara grew up in the West Kootenays and moved to Invermere in 2002. After 5 years in the banking sector, she began her career in wealth management in 2007. She and Brendan Donahue formed a partnership shortly afterwards.
Over the years, Sara earned the Chartered Investment Manager designation (CIM) and is a Fellow of The Canadian Securities Institute of Canada (FCSI).
Sara's time away from the office is mostly spent with her young family. Together they enjoy exploring the outdoors on foot or two wheels, and quiet days on their small acreage in Windermere.
Invermere & East Kootenay Area | Investment Advisor, CIM®, FCSI®, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.342.2112
sara.worley@ksmoneyworks.com
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, Aviso Wealth
Direct: 250.368.2662
investmentspecialistteam@kscu.com
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, Aviso Wealth
Direct: 250.368.2662
investmentspecialistteam@kscu.com
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Smart Investing & Planning
Want to talk?
Finance 101
Connect with us
For over five decades it has been an honour to be part of our communities and we’re committed to being here for decades to come. Opening an account? Buying your first home? Saving for retirement? Choose your financial destination, and let’s make sure you take the best route.
Kootenay Savings
