Find a CEA

Vision Credit Union is a full service financial credit union.  We strive to provide the best service possible to our members.  I have been working in the financial industry for over 35 years.  I have worked in all aspects of the financial services areas.  At this time I am the Manager of Risk.    Being a part of Vision Credit Union helps me to bring stability and peace of mind to our members.

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

As your Wealth Advisor I take the lead on assembling a team of TD Specialists to assist. From investment, Tax and Estate planning, to business succession plan or sale, we help you preserve and protect the personal and business wealth you've worked so hard to build.

Please call me to have a conversation about your needs and how myself and our Team can help.

Alison Robinson is a Financial Consultant with
IPC Investment Corporation, located in Langley,
BC. Since 2002, Alison has been providing services
throughout the Lower Mainland, giving advice
related to financial and retirement planning. She
has taken the following industry-related courses,
Canadian Investments Funds; the Branch Managers
Course; and Life, Accident and Sickness Insurance.
Alison is a proud recipient of the 2018 Best Client Experience Award.
Her clients often tell her she has the ability to create an “aha” moment, explaining
complex financial matters in a manner that is simple to understand.
Her empathy and attention to detail are other reasons she is appreciated by
her clients.
Alison recognizes that everyone’s dreams and specific needs are unique.
Peace of mind comes to Alison’s clients by knowing their own financial future
and a financial plan is an essential road map to help them achieve their
financial goals. Monitoring the plan each year is key to ensuring it is on track.
She is supported by a team of administration staff and industry specialists
who provide excellent customer service.

As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing, preserving and transferring your wealth plays in helping you enjoy the life you want to lead. We want to help you optimize the transfer of your wealth. 

I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that I had found my passion. 

I will provide you and your family with information you need to make the best financial decisions to reach your personal goals.  I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan.  I can assist you in each area with my expertise.  Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.

I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services.  As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic.  I have been tough to address many aspects of aging that can impact your financial and social circumstances.

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.

With more than thirty-eight years in the funeral and cemetery industries, I have gained vast experience assisting families through the loss of a loved one of all cultures. I have worked with families not only following a death but also before in preparing their wishes in advance.

I have worked diligently to provide caring compassionate assistance to all families prior to and following a death, tailoring services to the unique needs of each family, individual and executor, in order to ensure their very personal requests and details are considered and carried out. I have also developed and expanded upon programs to help families and executors complete the task of dealing with estate issues as easily and simply as possible in order to alleviate the stress that arises during this difficult time. I am constantly updating and adding items not only to assist families, individuals and executors before a death occurs but following.

Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!          

Nicole Rothe is
a Financial Planner with Manulife Securities Investment Services Inc. and
Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated
from the University of Alberta with a Bachelor of Science Degree, and in 2020
achieved both her Certified Financial Planner ® designation and the Elder
Planning Counsellor designation.

I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.  

I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost effective transfer of assets to your heirs and other beneficiaries.