Wealth Management
Whether you prefer to invest for yourself, automate your investments or get expert support, we have a service to suit your needs.
Whether you prefer to invest for yourself, automate your investments or get expert support, we have a service to suit your needs.
We’ve partnered with East Kootenay Community Credit Union to create MoneyWorks, a wealth management service dedicated to providing you with the expertise, tailored advice and full range of solutions to reach your goals – no matter what they are.
Together we can help you:
Investment Advisor / Life Insurance Agent
Qtrade Advisor / NDCU MoneyWorks
Serving Nelson, Crawford Bay & Rossland
Phone: 250.362.7043
Toll Free: 1.888.364.7043
Email Jon Beaulac
Jon has experience with two major banks, and recently held the position of Senior Financial Advisor. Jon has experience in lending, deposits, small business services, and investments.
Committed to learning, Jon holds a Bachelor of Commerce degree, and has completed the Canadian Securities Course, the Conduct and Practices Handbook course, as well as the Wealth Management Essentials course.
Jon recently relocated to the Kootenays and loves the lifestyle. Jon enjoys rock climbing, skiing, and spending time with his family.
IIROC AdvisorReport
Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.
Phone: 250.352.9256
Fax: 250.352.7201
Email: jbeaulac@nelsoncu.com
501 Vernon Street
Nelson, BC V1L 4E9
Phone: 250.352.9256
Fax: 250.352.7201
Email: jbeaulac@nelsoncu.com
16030 Hwy 3A
Crawford Bay, BC V0B 1E0
Email Jon for an appointment.
Phone: 250.362.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201
Email: jbeaulac@nelsoncu.com
2071 Columbia Avenue
Rossland, BC V0G 1Y0
We’ve partnered with Qtrade Direct Investing to bring you a low-fee, award-winning online brokerage platform that helps you manage your investments anytime, day or night.
Advantages
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.
We’ve partnered with Qtrade Guided Portfolios to offer you a simple online robo-investing service designed to make saving for your goals easy.
Advantages
Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.
From term deposits to registered government plans, we offer a range of investing solutions to support your goals.
From your home and car to your next big adventure, whether a new business or dream vacation, Kootenay Insurance Services offers the personalized insurance coverage you need to protect what matters.