A Vernon Prospera Credit Union wealth advisor has been named to QTrade’s Top Advisor program.
Charmaine White, Vernon’s senior manager of wealth and financial planning, is one of eight wealth advisors from the company from B.C. named to the program, and one of only two from outside the Lower Mainland (Jeff Olensky from Kelowna is the other).
“This is a great distinction awarded to advisors who not only achieve outstanding results, but more importantly, consistently exhibit sound sales and business practices,” said Tashon Ziara, communications manager for Prospera.
“Practices that include providing relevant investment/financial planning advice; implementing appropriate risk management based on the member’s needs and goals; and adherence to regulatory and compliance requirements; all of which are necessary components to deliver an excellent member experience.”