Our Team

Put your money to work for you, today. Our team of financial experts can help you plan your financial future.

Contact us online

visit a branch near you or call 604-517-0100 to get started today.

We have an experienced and professional team of financial experts throughout the lower mainland to help you.

Financial Planners

Adam Cawker, CFP®

Associate Investment Advisor
Credential Securities
Maple Ridge Branch

D 604-549-2508  |  E acawker@wscu.com

IIROC Advisor Report

Adam utilizes the knowledge gained in his 15 years in the client service industry, including more than a decade with Westminster Savings, to provide tailored and informed recommendations to clients. Adam is renowned for his outstanding interpersonal abilities, and for his unwavering commitment to building long-term client-focused relationships that are based on trust, loyalty and respect. Ultimately, Adam strives to deliver an exceptional and memorable experience to each of his valued clients every time.


David Badley, CFP®

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
New Westminster Branch & Metrotown Branch

D 604-517-0100  |  E dbadley@wscu.com

IIROC Advisor Report

David has been with the Westminster Savings family of employees since 1995 and has a wealth of experience in helping members prepare for the future.

Having been in the Insurance industry since 1988, David is an expert in Segregated funds and Life Insurance products.

David receives the greatest satisfaction from helping his clients work through their financial challenges and the opportunity to help them establish and reach their financial goals.


Phil Bourque, CFP®

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
Landmark, Langley & Cloverdale Branch

D 604-517-0100  |  E pbourque@wscu.com

IIROC Advisor Report

Phil brings over 11 years of experience in the Financial Services industry. Beginning with RBC Royal Bank and then joining RBC Dominion Securities Inc. in 2003, Phil began to establish the investment principles and approach that add value to his recommendations and client relationships today.

Phil is a Certified Financial Planner. In addition he has also completed the Canadian Securities Course, Professional Financial Planning Course, Wealth Management Techniques and Investment Funds in Canada. He is also licensed in British Columbia to provide life and living benefits.

All of these accomplishments enable Phil to provide superior service and to recommend solutions that maximize investor confidence and provide peace of mind in any economy or market position.


Brian Elson, CFP®

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
Maple Ridge Branch

D 604-517-0100  |  E belson@wscu.com

IIROC Advisor Report

Brian has been in the financial services industry for over 10 years. His education includes completion of the Canadian Securities Course, Professional Financial Planning Course, Certified Financial Planner Designation and also holds a diploma in Finance from Douglas College.

Brian is here to provide sound advice in all areas of financial planning including retirement, tax and estate planning.


Colette Eng, CFP®

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
Sunwood Square Branch

D 604-517-0100  |  E ceng@wscu.com

IIROC Advisor Report

With over 20 years financial services experience, Colette Eng is a Certified Financial Planner who specializes in helping Westminster Savings members achieve their financial goals.

Colette customizes Financial Plans to assist members in reducing their taxes, generate retirement income, provide insurance protection and protect assets for the next generation.

Colette is proud to be an active volunteer in the Tri-Cities community and enjoys travelling to exotic destinations such as Africa, India & South East Asia.


Trevor Gatson, CFP®

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
Austin Branch

D 604-517-0100  |  E tgatson@wscu.com

IIROC Advisor Report

Trevor has been in the financial services industry for nearly a decade and continually expands his knowledge with over 30 hours of continuing education every year. His financial education experience includes the Canadian Securities Course, the Conduct and Practices Handbook, the Professional Financial Planning course, and a Certified Financial Planner designation.

As a proud member of the community, Trevor is committed to understanding what is most important to members and to help each one achieve their unique personal financial goals.


Mark Hepplewhite, CFP®

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
Shaughnessy Station Branch

D 604-517-0100  |  E mhepplewhite@wscu.com

IIROC Advisor Report

Mark has been advising since 2004 and has extensive knowledge and expertise in the areas of tax, estate planning and life insurance. He prides himself on delivering tax-efficient investment strategies that maximize income and growth. He is committed to providing members with financial advice that is easy to understand and provides a money management plan unique to each member based on their financial goals. Mark has a Bachelor in Business and has completed the Professional Financial Planning course, the Canadian Securities course and Life License Qualification Program.

Mark is dedicated to serving members and community through the Shaughnessy Station branch.


Geoff Pomper

Investment Advisor
Westminster Savings Financial Planning Ltd.
Credential Securities
Newton & White Rock Branch

D 604-517-0100  |  E gpomper@wscu.com

IIROC Advisor Report

With nearly 20 years experience within the financial services industry Geoff has developed an extremely well-rounded background in financial planning.

Geoff specializes in finding value, investing for the long-term and diversification amidst an ever-changing market.

He provides his customers with a clear understanding of a financial plan that they can be confident will help them reach their financial goals.


Charlene Wallis, CFP®

Financial Planner, Westminster Savings Financial Planning Ltd.
Mutual Fund Investment Specialist, Credential Asset Management Inc.
Austin Branch

D 604-517-0100  |  E cwallis@wscu.com

Charlene has over twenty years of investment and financial services experience. With her personable approach and experience in wealth management, each member is assured a comprehensive financial plan to suit their unique situation.

Charlene's passion for retirement planning helps members to achieve their long term goals.

Investment Specialists

Damon Hoy

Investment Specialist, Westminster Savings Credit Union (Maple Ridge)
Mutual Fund Investment Specialist, Credential Asset Management Inc.

D 604-549-2509  |  E dhoy@wscu.com

With many years of experience in the banking industry, Damon is dedicated to earning his customers' trust by demonstrating a total focus on their needs. Renowned for his vast knowledge of financial products and services, Damon spends quality time researching the best possible investment solutions, educating his customers on their options, working closely with them to create the ideal plan, and helping them stay on track into the future.


Harman Toor

Investment Specialist (Cloverdale, Langley and Vancouver)
Mutual Fund Investment Specialist, Credential Asset Management Inc.

D 604-549-2487  |  E htoor@wscu.com

Harman brings many years of experience to his role having joined the financial services industry in 2006. With his dedication to building deep relationships with members, Harman is able to deliver personalized service and tailor to each individual’s financial requirements and needs. Harman is passionate about spending time connecting with members so that he can help them reach their life long goals and achieve financial stability.


Jas Paul

Investment Specialist (Surrey)

D 604-549-2437  |  E jpaul@wscu.com

As an Investment Specialist, with over 15 years of experience in the financial services industry, Jas is passionate about making a difference and helping members with their life events. Jas is well-versed in investment planning, retirement planning, cash flow projections and RESP planning. She is continuously evolving in her role, attending seminars, learning best practices and regularly communicating with members to help them align their investment goals and objectives. Jas looks forward to working with you to build a customized investment plan.


Karen Ureta

Investment Specialist (Coquitlam)
Mutual Fund Investment Specialist, Credential Asset Management Inc.

D 604-549-2610  |  E kureta@wscu.com

With over a decade of experience in the financial services industry, Karen relies on a solid foundation of values and principles to focus completely on her customers' needs and provide personalized advice, insight and solutions that are designed to meet their important goals. Karen is also proud to work alongside knowledgeable staff in a combined team effort to serve her customers and help them achieve better work-life balance.


Rhia Penaloza

Investment Specialist (Coquitlam)
Mutual Fund Investment Specialist, Credential Asset Management Inc.

D 604-549-2649  |  E rpenaloza@wscu.com

As an Investment Specialist, Rhia specializes in developing personalized investment plans based on each member's financial state. With experience working around the globe in China, Switzerland, and the Philippines, Rhia is able to bring international insight and relate to individuals of all situations and backgrounds. Rhia is passionate about helping families improve their quality of life by providing them with sound financial advice.


Robby Rasoda

Investment Specialist (New Westminster and Burnaby)
Mutual Fund Investment Specialist, Credential Asset Management Inc.

D 604-549-7906  |  E rrasoda@wscu.com

Robby has several years of experience in the banking industry, and is dedicated to helping his customers reach their financial and investment goals. Robby prides himself on carefully listening to his customers' needs, and building customized solutions to help them reach their goals. Throughout the relationship, customers can depend on Robby to be responsive, prepared and supportive every step of the way.


Talk to a Financial Expert today.

Our financial experts will answer any of your questions. Call us at 604-517-0100 or send us your question online and we'll respond to you within one business day.



*Mutual funds are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Westminster Savings Financial Planning Ltd., is a subsidiary of Westminster Savings Credit Union offering financial planning, life insurance and investments.
 

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