Ep. 64 – How to have an economical and eco-friendly budget, with Alex Brocklebank

April 23, 2021 Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union Season 2 Episode 64
Ep. 64 – How to have an economical and eco-friendly budget, with Alex Brocklebank
Show Notes

Earth Day 2021 has our co-hosts thinking about the impact our financial habits on environmental protection and sustainable living. We invite Alex Brocklebank, Island Savings Branch Manager and member of First West Young Leaders, to talk about being greener every day –for your pocketbook and the planet. Use their personal tips to live environmentally-consciously on a budget.

1:25 – Hot In Money: Travis, Kevin and Sheena discuss how the new Federal budget could impact your day-to-day financial health.

6:34 – Expert examination:

·         Assessing the impact of individual spending choices.

·         Easy and affordable ways to inject more green choices into your budget.

·         Significant planet-friendly changes you can make by spending consciously.

·         How to reduce your total footprint on the planet.

·         Why Responsible Investments are today’s natural choice for tomorrow.

·         How our co-hosts make their planet-friendly changes stick.

37:46 – Financial Fix: Use Sheena’s suggestion over the next two weeks to not only reinforce your earth-friendly habits, but to inspire others around you.

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If you have an undiagnosed financial concern or want to better understand a financial subject, send Kevin, Sheena and Travis your question at wealthbeing@firstwestcu.ca, and we will consider it for a future episode.

If you’d like some one-on-one advice from our Financial Advisors in British Columbia, connect with our Island Savings, Envision Financial, Valley First and Enderby District Financial divisions near you.

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Our WealthBeing Hosts

Travis Koivula


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.