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Ep. 55 – Mini Money Problem: Old Age Security
WealthBeing’s mini Money Problem episodes share a real financial challenge or question from our members, clients, or listeners and the advice our experts provided to help. Learn from their experience and you’ll be prepared to make the best financial decisions for your pocketbook.
THIS WEEK: After being auto-enrolled in Old Age Security, Travis’ clients sat down for a planning meeting and got a potentially costly surprise. Our experts discuss the pros and cons of auto-enrollment and what you should know before drawing your OAS.
Do you have a Money Problem you’d like our help with? You can contact Kevin, Sheena and Travis with your question at [email protected]. We will get back to you with an answer.
Our WealthBeing Hosts
Travis Koivula
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, passing all three tests on his first attempt. In addition 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).
Sheena Sanders
Wealth Planning Specialist, Valley First
Sheena meets every client with a fervent desire to create a uniquely remarkable experience. As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, her array of knowledge and experience means that Sheena leave no question unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. Clients benefit from her strategic approach and “big picture” mindset that incorporates tax optimization ESG principals and integration.
Kevin Lehman
Assistant Branch Manager, Envision Financial
When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial Assistant Branch Manager, Kevin Lehman, he's likely in your top five personal game-changers. After attending the University of the Fraser Valley, Kevin sought new opportunities that led him to begin his career with Envision Financial, a division of First West Credit Union. And it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and join the management team within five years. Today, as Kevin continues to pursue his Personal Financial Planner designation, he coaches a team of advisors to make a lasting impression on people's wellbeing.
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By Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit UnionWealthBeing’s mini Money Problem episodes share a real financial challenge or question from our members, clients, or listeners and the advice our experts provided to help. Learn from their experience and you’ll be prepared to make the best financial decisions for your pocketbook.
THIS WEEK: After being auto-enrolled in Old Age Security, Travis’ clients sat down for a planning meeting and got a potentially costly surprise. Our experts discuss the pros and cons of auto-enrollment and what you should know before drawing your OAS.
Do you have a Money Problem you’d like our help with? You can contact Kevin, Sheena and Travis with your question at [email protected]. We will get back to you with an answer.
Our WealthBeing Hosts
Travis Koivula
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, passing all three tests on his first attempt. In addition 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).
Sheena Sanders
Wealth Planning Specialist, Valley First
Sheena meets every client with a fervent desire to create a uniquely remarkable experience. As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, her array of knowledge and experience means that Sheena leave no question unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. Clients benefit from her strategic approach and “big picture” mindset that incorporates tax optimization ESG principals and integration.
Kevin Lehman
Assistant Branch Manager, Envision Financial
When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial Assistant Branch Manager, Kevin Lehman, he's likely in your top five personal game-changers. After attending the University of the Fraser Valley, Kevin sought new opportunities that led him to begin his career with Envision Financial, a division of First West Credit Union. And it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and join the management team within five years. Today, as Kevin continues to pursue his Personal Financial Planner designation, he coaches a team of advisors to make a lasting impression on people's wellbeing.