Wealth Management Team

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

In 2013, Nelson & District Credit Union partnered with Grand Forks Credit Union and East Kootenay Community Credit Union to form 0948859 B.C. LTD, doing business as NDCU MoneyWorks, GFCU MoneyWorks and EKC MoneyWorks. Through this partnership, we are able to provide a holistic approach, matching members with the advisor who are best suited for their needs, while providing a variety of service and product options to members throughout the Kootenay-Boundary.

Investment products are through Qtrade Advisor and Qtrade Asset Management. Insurance solutions are offered from Aviso Wealth, through Credential Insurance Services.

NDCU MoneyWorks Team

Our team can provide you with expertise and advice on a full range of products to meet your needs. These services are available to both members and non-members.

Vivi Lindsay

Investment Advisor (Mutual Funds), Qtrade Advisor
Life Insurance Advisor, NDCU MoneyWorks
Serving Nelson & surrounding area

Phone:                 250.352.9256
Toll Free:             1.877.352.7207 ext 2247
Email:                  vlindsay@nelsoncuwm.com.

Vivi Lindsay joined the NDCU MoneyWorks team in Nelson in 2002. A Nelson resident since 1980, Vivi brings years of experience in the sales and service industry. Vivi is passionate about helping her clients realized and achieve their financial goals, while building meaningful and lasting relationships. She strives to continue the tradition of trust and service that you have come to expect from our Wealth Management team. "

Vivi is licensed to sell mutual funds and segregated funds, as well as, Life, Disability, Critical Illness, and Long Term Care insurances.  Vivi looks forward to working with you to achieve your financial objectives.

Dave McCracken

Investment Advisor, Qtrade Advisor
Life Insurance Advisor, EKC MoneyWorks
Serving East & West Kootenay

Phone:                 250.910.1005
Toll Free:             1. 855.799.1101
Email:                  dmccracken@ekccuwm.com

For more than twenty-five years, Dave has worked in the management and financial services industry. In 2013, he joined EKC MoneyWorks providing service in the East & West Kootenays. Dave is passionate about helping people understand and achieve their financial goals.

Dave is licensed to sell a full range of investment options including stocks, bonds, mutual funds, segregated funds, as well as professionally managed portfolio solutions. Along with being able to address all of your investment needs, he is licensed to sell Life, Disability, Critical Illness, and Long Term Care insurances. Dave is currently in the process of obtaining the highest level of education in the industry, the Certified Financial Planner (CFP®) designation.

Find out more about your Advisor: visit IIROC AdvisorReport.

John McPhee

Financial Planner, Qtrade Asset Management Inc.
Life Insurance Advisor, GFCU MoneyWorks
Serving West Kootenay & Boundary

Phone:                 250.442.4002
Toll Free:             1.866.442.5511
Email:                  jmcphee@gfcu.com

Out of pure personal interest, John began to study the world of finance; he soon realized that he had a talent for evaluating the current situation and designing creative solutions to achieve the results he wanted. As his interest in finance grew, he decided to pursue formal education to obtain his mutual fund and life insurance licenses. Helping people prepare financially for both expected and unexpected events in life, quickly became his passion. In 1995, he decided to pursue him Certified Financial Planner (CFP©) and Chartered Life Underwriter (CLU©) designations. Having these designations enables him to provide expert financial advice and holistic solutions to meet the unique needs of each of his clients.
Today John get to help people find ways to identify and achieve the financial goals that are most important to them and their family.

Heather Jajic

Mutual Funds Representative, Qtrade Asset Management Inc.
Associate Advisor, NDCU MoneyWorks
Serving Rossland

Phone:                 250.362.7043
Toll Free:             1.888.364.7043
Email:                  hjajic@nelsoncu.com

Heather has a real passion for helping clients realize their financial goals. Holding a BA in Communications and as a Mutual Funds Representative, she is able to simplify the complex world of investments into easy to understand solutions that empower clients to make informed financial decisions about their future.

As an integral part of the Qtrade team at MoneyWorks, Heather strives to maintain a high level of professionalism with the clients she serves by ensure every interaction is a positive one. Whether she’s working with a new client or valued long-term advocate, Heather takes the time to listen to your needs and resolve situations with unwavering confidence.

0948859 B.C. LTD. doing business as EKC MoneyWorks, GFCU MoneyWorks, and NDCU MoneyWorks. Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.