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Building your wealth

Starts with a conversation

The most common myth about investing is that if you don’t have enough money to invest now, it’s better to contribute more later. But in fact, one of the best ways to build wealth is to start early. We understand that retiring in today's world looks different than it did 25 years ago. We’re living longer than our parents and grandparents, and we’re also faced with shifting economic and climate pressures. We want you to be able to live a longer and more active retirement, which takes time to help you plan and get you there.

 


Your local team

With a combined 100+ years of experience

You’ll always be ahead when you’ve got a team behind you. Our Wealth team serves Salmon Arm, Sicamous, Sorrento and beyond the Shuswap. We’ll support you with:

  • Helping you identify life priorities
  • Managing investments with advice, solutions and portfolio balancing
  • Planning for retirement, whatever that means to you
  • Estate and trust services
  • Complex tax needs
Estate planning
 

Our SASCU Wealth team is here to serve you

 

Paulette Symak

Wealth Advisor 

PFP®

Book an Appointment

"For your retirement and income planning, trust and estate planning, and investment management, I'm your person. I'll work with you to ensure your investments and financial plan continue to meet your needs as life changes." 

SASCU Wealth
Wealth Advisor | Aviso Wealth

Call: 250-833-4466
Email: paulettesymak@sascu.com

 

As a Wealth Advisor, Paulette provides investment advice and solutions tailored to each of her client’s unique financial goals. With more than 35 years in financial services, Paulette specializes in retirement and income planning, trust and estate planning, and investment management. She has achieved her Canadian Securities Course (CSC), and has held her Professional Financial Planning (PFP®) designation since 2002.

Paulette is committed to holding long term relationships with her clients and providing support with financial guidance through various life changes. She understands how challenging change can be, and ensures her clients know that they have someone in their corner.

Outside of the office, Paulette enjoys day trips, volunteering, gardening and offering free financial literacy seminars to groups in town.

 

Tyler Piccini

Wealth Advisor

Book an Appointment

"I strive to help clients achieve their financial goals and grow their wealth in the most effective ways possible. I am committed to financial literacy for everyone, focusing on retirement and estate planning."

SASCU Wealth
Wealth Advisor | Aviso Wealth

Call: 250-833-4466
Email: tylerpiccini@sascu.com

Tyler has gained extensive experience in his 14 years in the financial industry. He started as an independent financial advisor in Edmonton, AB, where he offered holistic investment and insurance advice to his portfolio of clients. He has worked as a mortgage advisor and obtained his mortgage broker license to further help families with debt consolidation, buying a home, and understanding their lending products better.  

Wanting to be a bigger part of the local community and local banking services, he started with SASCU in 2021 as our Broker Specialist. This role was primarily responsible for mortgage advice, but Tyler was able to draw on his advisor experience to spot opportunities for members to optimize their investment portfolios and tax situation, to ultimately enhance their wealth.

SASCU Wealth was fortunate to have Tyler join the team in 2023 and is now a Wealth Advisor. Tyler strives to help his clients achieve their financial goals and grow their wealth in the most effective ways possible, and is committed to financial literacy for the average Canadian. He is passionate about educating clients on the options they have: to pay lower interest rates, pay lower taxes, and achieve greater returns, focusing on retirement and estate advice for our members’ futures and their family’s peace of mind.

Tyler was raised in Salmon Arm and while moving away for a time to explore other areas, he has settled back into the Shuswap with his wife and two children. When not in the office, Tyler enjoys fishing, camping, BBQing and watching movies.

 

Ashley Boechler

Wealth Management Associate

Book an Appointment

"I believe effective financial advising goes beyond numbers and starts with truly understanding each of my clients. My intention is to bring a personalized approach rooted in trust and genuine connection, to craft a customized strategy that aligns with your goals, values, and life story."

SASCU Wealth
Wealth Management Associate

Call: 250.833.4468 (x 1404)
Email: ashleyboechler@sascu.com 

Ashley began her career in financial services in 2007 and has held her mutual fund and investments license since 2013. Since joining SASCU, she has held multiple positions including Senior Advisor, Manager of Member Experience and Small Business Advisor. This experience has allowed her to cater her holistic approach to financial planning, with advice and personalized strategies rooted in genuine connections with her clients.

Ashley was born in Trail, BC, and grew up in Port Moody before moving to Salmon Arm in 2020. She appreciates the quality of life and community of the Shuswap. In her spare time, you can catch her at the boxing gym, riding her motorcycle, hiking, or volunteering with the Salmon Arm Fire Department and the Shuswap Lake Health Care Society. 

 

Nicole Mercereau

Wealth Management Assistant

"Feel secure knowing your investments are in good hands." 

SASCU Wealth
SASCU Wealth Assistant | Aviso Wealth

Call: 250-833-4466
Email: nicolemercereau@sascu.com

Nicole has been in the Credit Union industry since 2006. She joined SASCU when she first moved to Salmon Arm in 2015. Nicole has a diverse background at SASCU offering her a unique knowledge base to assist clients and colleagues.

After working in all 3 divisions within SASCU, she's found her niche in the Wealth Department and obtained her Mutual Funds License in 2020 to be a fully licensed assistant.

In Nicole’s spare time, you will find her enjoying local hiking trails in all 4 seasons or paddle boarding and kayaking throughout the summer months.

 

Randi Northeast

Director, Wealth & Insurance 

As the Director of Wealth & Insurance, Randi is responsible for the leadership and strategic direction of SASCU’s subsidiary business lines. Having been in the financial services industry for 28 years, she has extensive experience in retail banking, asset management, enterprise risk, regulatory compliance, and governance.

SASCU Wealth
Director, Wealth & Insurance

Call: 250-833-4466
Email: randinortheast@sascu.com

As the Director of Wealth & Insurance, Randi is responsible for the leadership and strategic direction of SASCU’s subsidiary business lines. Having been in the financial services industry for 28 years, she has extensive experience in retail banking, asset management, enterprise risk, regulatory compliance, and governance. Randi holds designations in financial planning (PFP®) and Risk Management (CRM®) and has completed the Chief Compliance Officer (CCO) Qualifying Exam.

Randi is passionate about the sustainability and growth of youth sports programs. She sits on the Board of Directors for the Salmon Arm Skating Club and Salmon Arm Minor Baseball, in addition to coaching athletes. Originally from the Lower Mainland, Randi moved to Salmon Arm with her husband and two young sons in 2017 and hasn’t regretted it for a moment! When not on the field or at the rink, she spends her free time gardening, baking, and spending time with family and friends. 

 

Lea Sartison

Wealth Management Assistant

SASCU Wealth
Wealth Management Assistant

Call: 778.824.1242 (x 1351)
Email: leasartison@sascu.com


Lea was born in Germany and spent six years in Manitoba before eventually settling in Salmon Arm after moving from Vernon two years ago. She joined SASCU shortly after relocating and has been a dedicated member of the team for over two years.

Lea began her journey at SASCU as a Service Representative and progressed into a Personal Lending Representative role, where her organizational skills and attention to detail stood out. She is now excited to join the wealth team as a Wealth Management Assistant, bringing a well-rounded background and a strong commitment to assisting the advisory team in delivering excellent service to clients.

Outside the office, Lea enjoys exploring new places through travel whenever the opportunity arises. In the summer months, you’ll often find her paddleboarding on local lakes.

 

Discover more

 

Financial advice

If you have a goal, we can turn it into an actionable plan. Whether it is buying a first home, a boat, or another large financial investment we can help. 

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Plan my estate

Create a legacy for the future. Ensure that your assets go exactly where you want and that they retain as much value as possible.

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Mutual funds

Talk to your Advisor about our Mutual Fund options. It's time to diversify your investment portfolio.

LEARN MORE
 

Disclaimer: Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.