Mortgage Specialist & Wealth Advisor* in Kelowna
Here for you at home in the Okanagan.
Meet the team
Kelowna Mortgage Specialist
Vancity credit union
Since moving to Kelowna 11+ years ago, Melissa’s truly embraced everything the Okanagan has to offer. She’s more than willing to help you find a mortgage that fits your life, whether you're relocating to the Okanagan, purchasing a summer home, or investing in your future retirement spot.
Kelowna Wealth Advisor
Vancity credit union and Credential Securities
Sonny will work with you and your family to develop a strategy to enable your lifestyle for tomorrow without sacrificing your lifestyle today. He'll work to understand your personal situation and create a plan that fits your life's financial goals.
No matter your needs, we have a mortgage that fits.
From rates to terms, you have options.
Fixed or open term? Fixed or variable interest rate? Our mortgage specialists have the answers, offering timely approvals and advice on a range of mortgages with competitive rates.
In the community’s best interest.
30% of our profits go back into the community and fund initiatives that help build a clean and fair world. Just by choosing us for your mortgage, you’re part of a financial force for change.
Our wealth advisors will work with you and your family to develop an investment strategy that complements your lifestyle.
Your investments your way.
From stocks and bonds to socially responsible and tax advantaged investments, our wealth advisors will provide recommendations that address all your investment and financial planning needs.
Investing in the future.
We don't invest in fossil fuels, and with a range of socially responsible investment options, it's easy to put your money where your values are. Whether you choose term deposits or mutual funds, know that your investments will help finance local communities and global change.
From championing local business to tackling climate change, our members across BC are the heartbeat of our movement. Every deposit they make funds loans that support important social and environmental causes in our local communities.
Since 1946, we’ve been committed to doing banking differently alongside our member-owners and communities in the Coast Salish and Kwakwaka'wakw territories, with 55+ branches in Metro Vancouver, the Fraser Valley, Victoria, Squamish, and Alert Bay. As Canada’s largest community credit union, we use the tools of finance to help improve the financial well-being of our members while working to build a clean and fair world around us.
We don’t just offer innovative banking solutions; we also share 30% of our net profits with our members and communities working toward financial inclusion, climate action, and social justice.
View legal details
* Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.