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FINANCIAL ADVICE

Get professional, honest advice from an advisor who puts your needs first. Our team of experts are here to help. 

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☎ 1-855-788-8999

​You Don't Need Perfect Timing - Just Some Smart Advice

Our experienced, accredited investment experts can show you how to manage the money you have now so you’ll have the money you need later.

We can help you with:


  • Financial planning
  • Retirement planning
  • Investment planning
  • Cash flow planning
  • Life and health insurance
  • Wealth management

Everything Retirement

From FREE eBooks, monthly newsletter and engaging blog articles, retirees and pre-retirees get the tools necessary for them to live the fulfilled retired life they’ve earned.

Meet our Wealth Advisors

​For members looking for premium advice on growing their wealth, our Wealth Advisors are ready to share their expertise. 

Central Okanagan

Audra Germann

investment advisor | credential securities

Britt McMichael

investment advisor | credential securities

Sean Dyer

investment advisor | credential securities

Lara Brescacin

investment specialist | credential assest management inc

Sandra Polley

Investment advisor |  Credential Securities

Thompson North Okanagan

Brendon Coe

Investment advisor | credential securities

Helen Croft

investment advisor | credential securities

Daniel Stucki

investment advisor | credential securities

Gaylan Kokoska

investment advisor | credential securities

South Okanagan

Bob Macdonald

investment advisor | credential securities

Dean Askwith

investment specialist | ​CREDENTIAL ASSEST MANAGEMENT INC

Insurance & Estate Planning

Allister Jones

estate planning specialist

Dwayne Remple

estate planning specialist

Doug McMechan

Succession planning Specialist

Investing is for Everybody.

Our investment advisors can help you find the right solutions.

☎ 1-855-788-8999

✉ investments@interiorsavings.com

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.