Dave Coletti, Investment Fund Advisor - Nelson Branch
Dave joined Allard in January 2001 having previously worked with one of Canada's largest mutual fund companies as an Investment Advisor/Insurance representative in Revelstoke B.C. The opportunity to work with the Credit Union and Allard Insurance in the Wealth Management Division and to move back to his home town of Nelson is, as Dave phrases it, "...like a dream come true!"
Dave is a licensed Investment Funds Advisor and Life Insurance Agent. Areas where Dave can help you achieve your objectives include Retirement and Estate Planning, Asset
Accumulation and Protection, and general Life Insurance needs.
Give Dave a call today. He'd be pleased to meet with you to discuss your financial objectives!
Bradley Roulston, BA, Certified Financial Planner - Nelson Branch
Promoting secure financing, good health and social living.
"Financial planning is about achieving your life-goals. Everyone should be entitled to their own written financial plan and everyone's plan is different"
Bradley's financial planning strategies and volunteer work has put him on the cover of two national financial magazines, and featured in others such as Time, MacLeans, I.E. Money, MoneySense, Now, the Toronto Sun, Toronto Star and the Globe & Mail, along with several TV and radio interviews.
Bradley graduated from Brock University with a BA in 1997 and immediately started as an insurance and financial advisor. In 2000, Bradley became the youngest Certified Financial Planner (CFP) and Registered Health Underwriter (RHU) in Canada. In 2004 he became a Chartered Life Underwriter (CLU).
Bradley is available to speak on financial planning matters for associations, universities/colleges and community-based groups.
"I am thrilled to be working in the wealth management division of Nelson & District Credit Union... It is absolutely wonderful to be part of a team that gives so much back to the community!"
To book a one-on-one meeting with Bradley to discuss your financial dreams and life-goals, please contact Bradley at broulston@nelsoncu.com or (250) 352-9256 in our Nelson Community Branch.
Vivi Lindsay, Client Service Representative - Nelson Branch
Vivi Lindsay is the newest member of the Allard Wealth Management Division team, joining us in January 2002. A Nelson resident since 1980, Vivi brings over 20 years of experience in the sales and service industry, 11 ½ with a major financial institution. Four of those years were spent directly in the wealth management division assisting both Financial Planners and the General Manager.
Stop by our 501 Vernon St. location and meet Dave and Vivi today!
Allan Turberfield , Investment Funds Advisor – East Shore Branch
Allan Turberfield performs a dual role for us on the East Shore. As East Shore Branch Manager, Allan leads our credit union staff with an extensive background gained through years in the Credit Union system in Saskatchewan. And, as the East Shore’s Investment Funds Advisor, Allan delivers comprehensive wealth management services to clients through our subsidiary Allard Insurance Agencies Ltd.
Allan's professional wealth management strategies have benefited even the most sophisticated of portfolios. As your investment funds advisor, Allan will provide you with a thorough analysis of your current financial position in order to create an investment plan that suits both your risk level and stated objectives. Offering you full portfolio management services means he'll stay abreast of market changes so you don't have to - continually monitoring your investments, situation or life changes to help you stay on track and to maintain your long-term perspective.
Paramount to a successful financial plan, Allan will provide you with Retirement and Estate Planning, asset allocation and tax efficient investing. With his Level Two Life Insurance License and Certified Senior Advisor designation he can help you achieve a balanced and protected financial plan. Personal insurance needs including Life, Disability, Critical Illness, Long Term Care and Annuities are all important financial tools to achieve a successful financial plan.
Take control of your finances and your future; build a plan to achieve your financial dreams and objectives - contact Allan today at 250-227-9223 to discuss the possibilities.
Steve Cutt, BA, Certified Financial Planner - Rossland Branch
As the newest member of our wealth management team, Steve is a designated Certified Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Through our subsidiary, Allard Insurance Agencies Ltd., Steve is able to provide an extensive range of financial and insurance products to meet all of your wealth management needs.
For a no obligation review of your wealth and estate-planning situation feel free to call Steve at 250-362-7043.