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Wealth Management

Whether you prefer to invest for yourself, automate your investments or get expert support, we have a service to suit your needs.


Grow your money your way

Financial planning with NDCU MoneyWorks

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:

  • Invest well with your unique lifestyle needs in mind
  • Build a retirement plan tailored to you
  • Create peace of mind knowing your loved ones are protected by insurance
  • Establish an estate plan that reflects your values

Meet us


Jon Beaulac, B Comm

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.


Our wealth management locations

Nelson Office

Phone: 250.352.9256
Fax: 250.352.7201

501 Vernon Street
Nelson, BC V1L 4E9

East Shore Office

Phone: 250.352.9256
Fax: 250.352.7201

16030 Hwy 3A
Crawford Bay, BC V0B 1E0

Email Jon for an appointment.

Rossland Office

Phone: 250.362.7043
Toll Free: 1.888.364.7043
Fax: 250.352.7201

2071 Columbia Avenue
Rossland, BC V0G 1Y0 

0948859 B.C. LTD. doing business as EKC MoneyWorks and NDCU MoneyWorks.

Self-directed investing with Qtrade Direct Investing

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.


  • Low trading fees ­– Buy and sell stocks, bonds, ETFs and mutual funds without paying a premium:
    • $8.75 Stock trades for all investors
    • $6.95 Stock trades for active investors
    • Free ETFs – buy and sell 60 ETFs commission-free
  • Award-winning platform – Trade from your desktop or mobile device with an intuitive online investing platform
  • Industry leading tools – Build, evaluate, and test your portfolio using Qtrade’s advanced analyst research and tools
  • Support from experts – Get support from a highly experienced team when you need it
  • Investment choice – Build a diversified portfolio with a wide range of options:
    • Investments – Stocks, ETFs, mutual funds, bonds, GICs, and options plus new issues / IPOs
    • Accounts – Cash, margin, RRSP, TFSA, RESP, RRIF and more

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.

Automated investing with Qtrade Guided Portfolios

We’ve partnered with Qtrade Guided Portfolios to offer you a simple online robo-investing service designed to make saving for your goals easy.


  • A professionally designed portfolio matched to your financial goals
  • A fully automated online service you don’t need to monitor or manage
  • Regular automatic rebalancing to keep your investments on track and aligned with your goals
  • Continuous portfolio oversight by a team of investment experts
  • Friendly support from knowledgeable investment reps when you need it by phone and email

Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.


See how smart investing and planning can help you reach your goals faster.

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Invest for your future

From term deposits to registered government plans, we offer a range of investing solutions to support your goals.

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Protect what matters

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.