Join our growing organization! Summerland Credit Union is currently accepting applications for a full-time Wealth Advisor to join our team at Summerland Financial Services.

Learn more about the position and how to apply here.

As the Wealth Advisor, you are a results-oriented professional and effective decision-maker, dedicated to providing holistic wealth management solutions for clients. 

The successful candidate will have a proven track record of providing sound financial planning and advisory services, which include: investments, insurance, tax and estate planning.  

Put your financial house in order. Now is a great time to declutter and organize your financial life!                                    

 Get the peace of mind that comes from knowing that your finances are in order. Whether it's a personalized insurance plan*, investments or retirement planning, Summerland Financial Services can help ensure that your overall financial plan is in tip top shape. 

Check out this useful Family Inventory Tool to help get your finances in order. The form fillable PDF is a handy tool to help keep track of your financial and personal information. Just make sure you keep the document private, safe and protected.

Contact Mark Pike via email at mpike@summerlandfinancial.com or call 250-494-7424 to learn more. 

*Insurance services are offered through Summerland Financial Services Ltd.

We are pleased to announce that Thom Meyer has joined Summerland Credit Union in the new role of VP Finance and Risk. Thom brings with him nearly 30 years of experience in finance and the credit union industry, most recently with Aldergrove Credit Union.

President & CEO of Summerland Credit Union, Kelly Marshall commented, “We’re very excited to have Thom join our organization. His depth of experience, knowledge and management capabilities will complement our team and help to further our organization’s success and resilience.”

 Check out the full release here to learn a little more about Thom and his passion for the local community and the credit union system.

Learn more about our Gallery program and our current feature artist.