Financial Advice

What Do We Do At VantageOne Financial Corp.?

We provide financial and insurance solutions, understanding that  you have varied hopes, dreams and values.  VantageOne professionals take the time to really find out what your individual circumstances are, and identify the best options for you.  We listen!

As a member of the VantageOne Credit Union group we  are committed to upholding the same founding values and reputation that have served our community for more than 60 years.  We have highly trained professionals dedicated to meeting all of your financial and wealth management needs.  We provide full financial advisory services.

Contact VantageOne Financial Corp. today for a no-obligation meeting.

Phone:       250-260-4513
Toll Free:   1-888-339-8328
Fax:            250-260-4519
e-mail:       tlawson@vantageone.net

Address:   3108 33 Ave,
                    Vernon, BC  V1T 2N7

Hours of Operation:

Monday to Friday  9:00 to 5:00
Submit VantageOne Financial Corp. Form for a no-obligation meeting.

 

 

Meet Our Experts

 

 

Clemence Bedard, CFP, Manager - VantageOne Financial Corp, Investment Advisor, Qtrade Advisor.
As manager, Clemence leads the advisory division team to ensure members receive full comprehensive advice. With more than twenty five years’ experience in the financial industry, she has acquired a wealth of knowledge and firmly believes planning is the foundation to financial success. Her goal is for clients to achieve peace of mind and experience extraordinary service.cbedard@vantageonewm.net

Celeste Faechner, Investment Advisor, Qtrade Advisor.
Celeste has been working in the financial industry for the last 8 years. She is working towards the completion of the Certified Financial Planner Designation. Her main passion is working with clients to achieve their financial and retirement goals, and help with estate planning. Celeste moved here from Calgary, AB and is looking forward to meeting and working with the members in Vernon and Armstrong.
cfaechner@vantageonewm.net

Colin Karpowich, Investment Advisor, Qtrade Advisor.
Colin comes from a strong Credit Union background with over 15 years of experience providing investment and insurance solutions to residents of the North Okanagan/Shuswap region. He received his Certified Financial Planner (CFP) designation in 2004, and more recently, the Certified Professional Consultant on Aging (CPCA) designation. Colin looks forward to serving the members of VantageOne and forging great relationships with families throughout the area.
ckarpowich@vantageonewm.net

Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund