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Financial Advice

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
 

Meet our Advisors

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

​Select the region below that is closest to you.

Our regions include: Central Okanagan, Thompson North Okanagan, South Okanagan, Prince George and North Peace

 

WEALTH

 

Lara Brescacin

​INVESTMENT ADVISOR | CREDENTIAL SECURITIES

Sean Dyer

INVESTMENT ADVISOR | CREDENTIAL SECURITIES

Sean Jeffery

INVESTMENT SPECIALIST | CREDENTIAL ASSET MANAGEMENT

Audra Germann

INVESTMENT ADVISOR | CREDENTIAL SECURITIES

Britt McMichael

INVESTMENT ADVISOR | CREDENTIAL SECURITIES

Sandra Polley

​INVESTMENT ADVISOR | CREDENTIAL SECURITIES
 

Brendon Coe

INVESTMENT ADVISOR | CREDENTIAL SECURITIES

Alyssa Goodell

INVESTMENT SPECIALIST | CREDENTIAL ASSET MANAGEMENT

Gaylan Kokoska

INVESTMENT ADVISOR | CREDENTIAL SECURITIES

Daniel Stucki

INVESTMENT ADVISOR | CREDENTIAL SECURITIES
 

Jody Baumle

INVESTMENT SPECIALIST | CREDENTIAL ASSET MANAGEMENT

Shawn Vereb

INVESTMENT ADVISOR | CREDENTIAL SECURITIES
 

Matt Steinbach

Investment Advisor | Credential Securities
 

Christina Clarance

INVESTMENT SPECIALIST | CREDENTIAL ASSET MANAGEMENT
 

INSURANCE & ESTATE PLANNING

 

Doug McMechan

SUCCESSION PLANNING SPECIALIST

Shayden Stewart

​ESTATE PLANNING SPECIALIST

Beverly Commissaris

ESTATE PLANNING ASSOCIATE
 
 

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.
Everything Retirement
 

Investing is for Everybody

Our investment advisors can help you find the right solutions.

☎ 1-855-788-8999

✉ investments@interiorsavings.com

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Credential

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.

Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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