Wealth Management Group > Meet the Team
Our Wealth Management Group comprises of Salmon Arm Savings and Credit Union financial advisors and Member Plus Financial Planning Services, which is a 100% owned subsidiary of the Salmon Arm Savings and Credit Union where expertise in building, preserving and transferring of wealth is paramount.
The Wealth Management Group has extensive experience in investment management, earning provincial recognition for its wealth management approach. We offer our clients proven, quality strategies and techniques for wealth management.
Our Wealth Management Team
At Salmon Arm Savings and Credit Union, our Wealth Management Team
aims to help manage our members’ wealth and to ensure their current
and future goals are achieved. Communicating in a professional and responsive
manner is our commitment to our member.
Meet our Wealth Management Team
| Karin Crouch, BCom, PFP | Financial Planner |
| Mike Hall, CFP, FMA, FCSI | Financial Planner |
| Colin Karpowich, CFP | Mutual Fund Representative |
| Carol St.Pierre | Mutual Fund Representative |
| Karin Merriman | Mutual Fund Representative |
| Kathleen Hurtubise | Wealth Management Manager |
| Kevin Steinwand | Wealth Management Assistant |
| Marion Kilby | Receptionist |
| Nicole Blackburn | Weath Management Assistant |
Wealth
Management Group – Location Information
Our
Wealth Management Group main office is located at the Salmon Arm branch
site, with MemberPlus Financial Services on the 3rd floor.
We
provide wealth management services at our Sicamous and Sorrento Community
branches as per the following schedule.
Sicamous
Community Branch
Mike Hall – every Wednesday
Colin Karpowich – every Friday
Sorrento
Community Branch
Carol St.Pierre – every Wednesday & Thursday
Karin Crouch – every Thursday
