Financial Planning Staff
Nelson & District Credit Union will strive to provide members with solutions to help them pack responsibly for their unique life stages so they may reach their viewpoints. This process is called the Financial Hike.
NDCU MoneyWorks Staff
Our Investment Advisor can provide you with expertise, advice and a full range of products to meet your needs. These services are available to both members and non-members.
Investment Advisor (Mutual Funds), Qtrade Advisor
Life Insurance Advisor, NDCU MoneyWorks
In 2002, Vivi Lindsay joined the NDCU MoneyWorks financial planning team in Nelson. A Nelson resident since 1980, Vivi brings years of experience in the sales and service industry.
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 financial planning team. I look forward to working with you to achieve your financial objectives.”
Please feel free to call Vivi during regular office hours at 250-352-9256 or email firstname.lastname@example.org.
Find out more about your Advisor: visit IIROC AdvisorReport.
0948859 B.C. LTD. doing business as NDCU MoneyWorks
“Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.”