Born and raised in Castlegar, Craig has been at Kootenay Savings since 2009 and specializes in investment planning, insurance planning, estate planning, and cash flow analysis. He believes in a holistic approach to your financial situation when making recommendations and is also proactive with your portfolio to keep your plan on track and relevant. When it comes to the Kootenays, Craig loves it here because his whole family lives here and there’s nothing like those evening walks with his dog, Charlie.

Castlegar, South Slocan, Salmo | Certified Financial Planner, Mutual Fund Representative, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.365.9953 
craig.mcfadden@ksmoneyworks.com

John has been in financial services for 25 years, specializing in retirement and estate planning. He puts your needs and concerns first, guiding you and making recommendations that are best for you. John also puts community first and is an active volunteer. He’s a member of the Colombo Lodge and a member of the Columbia Basin Trust Community Initiatives Committee as well as being very active in Kootenay Savings community activities.

Fruitvale, Greater Trail, Nakusp | Certified Financial Planner, Certified Executor Advisor, Mutual Funds Representative, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.367.4712
john.merlo@ksmoneyworks.com

Shannon has been in wealth management for 11 years and specializes in financial planning, investment advising, socially responsible investing, insurance solutions and estate planning. She sees financial advising as a long term, trusting relationship that builds and changes as your life builds and changes. Living in the Kootenays most of her life, Shannon loves the mountains and forest and all the outdoor adventures to be had.  

Nakusp, New Denver, Kaslo, Greater Trail | Certified Financial Planner, Mutual Funds Representative, Aviso Wealth, Insurance Representative, Kootenay Savings MoneyWorks Ltd
Direct: 250.265.5008
shannon.glasheen@ksmoneyworks.com

Sheila brings a big picture approach to advising.  She understands the complexities of balancing life and investing because it can seem overwhelming when you’re already faced with decisions about how to spend your hard-earned money.  Sheila helps by having conversations about what matters the most to you, your short- and long-term goals, and the ways to get you there.  When it comes to the Kootenays, Sheila enjoys the slower pace of life and all the outdoor activities that come with living here.

Investment Specialist, Kootenay Savings Credit Union
Mutual Funds Representative, Aviso Wealth
Direct: 250.368.2662
investmentspecialistteam@kscu.com

Angela is an Investment Specialist with over 10 years experience in the financial services industry.  With a passion for enhancing financial well being, she strives to demystify investing by offering clear explanations and finding investment solutions that align with your comfort level and financial goals.  Angela has roots in the Kootenays and cherishes time spent with her husband, two sons and dog, Layla.  Her different hobbies and interests reflect a vibrant blend of professional expertise and personal fulfilment.

Investment Specialist, Kootenay Savings Credit Union
Mutual Funds Representative, Aviso Wealth
Direct: 250.368.2662
investmentspecialistteam@kscu.com