Being in good financial health makes you feel at ease every day. You are free to pursue your goals and prepared to manage your future needs. Could your pocketbook be in better shape?
If life has thrown you a financial curve-ball, or if you just want to be more in control of your money, tune-in to WealthBeing. Every week, we diagnose a spending, saving, borrowing, investing, or other financial problem to provide simple advice that can help you thrive.You’ll hear about real-life financial challenges that our Island Savings hosts, guests and members have encountered. We’ll share the time-tested financial solutions we recommend to members. And every week you’ll receive a simple strategy that you can use right away to improve your financial health.
If you have an undiagnosed financial concern or want to better understand a financial subject, send us a question and we will consider it for a future episode.
Our WealthBeing Hosts:
B.Eng, CFA, CFP®, CIM, FCSI, CIWM | Senior Wealth Advisor | Senior Investment Advisor
Island Savings Insurance Services | Credential Securities
Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation and he is a Certified Financial Planner (top 1% of his class), Canadian Investment Manager(CIM), Fellow of the Canadian Securities Institute(FSCI) and a Chartered Strategic Wealth Professional(CSWP).
Born and raised in Kamloops, Travis completed his Bachelor of Engineering degree at the University of Victoria and developed strong ties to the Capital region. Inspired by the work of Warren Buffett and Peter Lynch, he switched paths and turned his hobby and love of investment strategy into a career. Travis specializes in working with Island Savings members who are US citizens and transferring American assets to Canada. He has extensive experience in retirement income and estate planning and enjoys helping members find ways to maintain a steady income when they are no longer working.
Branch Manager, Island Savings, Westshore
From work to play, Derrick is always helping people live well. As manager of Island Savings' Westshore branch, he leads a team to help members become educated and feel confident about their financial picture. Throughout his eight-year career in the financial industry, Derrick has helped people understand how to set and meet goals that take care of their immediate needs, family finances, long-term aspirations, and retirement. He believes that simple financial planning starts with trusted advice, and leads to a more fulfilling life.
Derrick's desire to help others thrive extends well beyond his workday. From a young age he involved himself in the community as a volunteer firefighter, Big Brother, advocate for BC Children's Hospital, lead fundraiser for the United Way, and by teaching financial literacy to local schoolchildren. Derrick is naturally community-oriented and active, an outlook that is fostered by his deep love of team sports. Be it hockey, baseball, golf, racquetball, badminton, or tennis, Derrick credits his athletic pursuits with teaching him that achieving any goal is possible when you have a strong work ethic, trust in yourself and others, and are accountable to your ambitions.
Ask Derrick for help and he'll give you 110%, believing that the result of his effort will pay-off in multitudes. Whether he is helping his family, friends, or Island Savings' members, Derrick is always happiest when he's making a difference. He believes that a strong community leads to stronger, happier individuals.
Ep. 44 – Financial Literacy Month: are you “bad with money?” With Evan Yuan.
No one is an expert at everything – but how skilled are you at making financial decisions? It’s Financial Literacy Month, and this week our WealthBeing hosts are talking with Island Savings’ Branch Manager, Evan Yuan, about what it means to be “bad”...
Ep. 43 – Financial Literacy Month: books worth investing in.
One of the best ways to become more financially savvy is to learn about what has worked for those who have reached the same goals. This week, our WealthBeing hosts are giving you a review of six books by well-known financial experts on topics from...
Ep. 42 – Financial Literacy Month: how to evaluate a financial opportunity, with Blake Ellis
It’s Financial Literacy Month during November, which means that it’s time to examine some topics that help people become much more savvy about their money. One of the best skills that you can have is the ability to seize the right financial...
Ep. 41 – Fear these financial boogeymen, with Ruth Saunders
When it comes to your financial health, sometimes it pays to be afraid. From creeping interest rates to being haunted by poor decision-making about managing your money, the are many financial boogeymen to avoid. This week, Travis and Derrick are talking...
Ep. 40 – Fast money! Your best options for short-term investing, with Justin Paniak
Most of the money you save is likely to be spent when you’re enjoying your retirement. But not all our goals are decades away. This week,Travis and Derrick have invited Justin Paniak, Wealth Planning Specialist at Island Savings, to help us evaluate...
Ep. 39 Debate! Do financial gurus give good advice?
You’ll find plenty of pearls of financial wisdom from celebrity gurus. But how much weight should you give their recommendations about saving, spending and investing? This week, with the help of our debate moderator Annie Nolan, a Senior Financial...