Cascadia Expands Wealth Management Partnership with Beem Credit Union

Cascadia Credit Union is pleased to announce the expansion of our Wealth Management partnership with Beem Credit Union, continuing a strong history of collaboration among local credit unions.

Before merging to form Cascadia, both Osoyoos Credit Union and Summerland Credit Union partnered successfully with Beem Credit Union (formerly Interior Savings Credit Union) to deliver professional investment and wealth management services. This partnership has connected members with experienced Investment Specialists and Wealth & Estate Planners, dedicated professionals who meet with clients wherever is most convenient for them: in person, at their business, or from the comfort of their living room. Each advisor takes the time to understand members’ goals and aspirations, helping them plan for the future with confidence.

Now, members in Revelstoke will benefit from that same proven approach. In addition to local Aviso Wealth advisor Gwen Davidson, members can connect with the Investment Solutions Centre, a team of Mutual Fund Investment Specialists with Aviso Wealth who offer appointments by video or phone, at a time that works best for them.

“By bringing together the strengths and expertise of both credit unions, we’re able to enhance the level of service and advice our members receive,” said Kelly Marshall, CEO of Cascadia Credit Union. “We’re grateful for the loyalty of our members and look forward to continuing to support them with the personalized financial guidance they’ve come to expect.”

Members with investment questions or who would like to meet with an advisor can visit the Revelstoke branch to see Gwen, call 1-888-850-6567, or email investments@beemcreditunion.ca.

At Cascadia Credit Union, we’re proud to continue building on our local roots while offering smart, connected financial solutions that help members grow and thrive- together.

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