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Zippity Do Dog - A unique resource for youth

Dave Coletti, EPC,Investment Fund Advisor - Nelson Branch

Dave Coletti Dave joined Allard Insurance Agencies Ltd, a100% owned subsidiary of NDCU, 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.

Dave is a licensed Investment Fund 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.

In 2008 a nationally recognized designation was conferred on Dave Coletti after successfully completing an intense and rigorous test of knowledge regarding current senior’s issues. The “Canadian Initiative for Elder Planning Studies” (CIEPS) course was established as a standard of service to seniors for all professionals and business people in providing seniors with high quality services and products that best suit their lives and circumstances. The “Elder Planning Counselor” (EPC) designation will immediately help seniors identify the business people and professionals who have a special interest and proficiency in dealing with them and their needs.

In addition to completing the program above in 2008, Dave also received a certificate from The Ethical Funds Company for having successfully met the requirements of the Socially Responsible Investing Certification Program while also chosen as Nelson’s Best Investment Advisor.

Give Dave a call today or email him at dcoletti@nelsoncu.com. He'd be pleased to meet with you to discuss your financial objectives!

Vivi Lindsay, Registered Representative Mutual Funds - Nelson

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, Certified Financial Planner - Rossland Branch

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.

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.