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Wealth Management - Our Qualified Staff

Vivi Lindsay
Investment Advisor (Mutual Funds) | Qtrade Advisor
Investment Specialist | Allard Insurance Agencies Ltd.

Vivi Lindsay Vivi Lindsay joined the Allard’s Wealth Management team in January of 2002. A Nelson resident since 1980, Vivi brings over 25 years experience in the sales and service industry. Until recently, Vivi filled the assistant role for the Nelson and East shore offices but has decided to take on a sales role as an RRMF - Registered Representative (Mutual Funds).

Vivi states, "I am very excited to have been given this opportunity and I look forward to creating new relationships as well as reconnecting with some old ones. I will strive to continue the tradition of trust and service that you have come to expect from our Wealth Management team. "

Please feel free to call me during regular office hours at 250-352-9256 or e-mail vlindsay@nelsoncu.com. I look forward to working with you to achieve your financial objectives. 

 

Steve Cutt, BA, CFP, CLU, ChFC
Registered Representative | Qtrade Advisor
Certified Financial Planner & Life Specialist | Allard Insurance Agencies Ltd.

Steve Cutt Steve holds a BA and is a designated Certified Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a Fellow of the Canadian Securities Institute.

For Steve, Rossland has been a great place to get involved by being active with Rossland Rotary Club, playing ball hockey, ice hockey and softball.

He is married with 2 kids and 2 wiener dogs.  They are active with the Board of Golden Bear Daycare and help organize a relay for life kid’s team.

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.

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* Securities - related financial planning, mutual funds and other securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Insurance products are offered through Allard Insurance Agencies Ltd.