Envision Financial
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Credential Securities Inc. Investment Advisors

Meet our team!

Jorge Batista, CFP
Scottsdale Community Branch & Langley Service Centre
Phone: 604-501-4247

Ashley de los Reyes,
Investment Services Assistant
Phone: 604-502-4947

Angelo Demelo
Kitimat Community Branch
Phone: 250-632-4356

Lisa M. Free, CFP, FMA, FCSI 
Hope & Abbotsford Village Community Branches
Phone: 604-557-7506

Diana Scherle,
Investment Advisor Assistant
Phone: 604-860-7819 &
604-557-7499

Steven Gillespie, BComm
Investment Advisor
Chilliwack City Community Branch
Phone: 604-703-7615


Joan Bohac,
Investment Services Assistant
Phone: 604-703-7639

Harpreet Grewal, CFP, BA, FCSI, FMA
Sunwood & Mission Community Branches
Phone: 604-557-7506

James C. Grill,
CFP, RHU, CIM, FMA, CSA, FCSI, Ch. P. Strategic Wealth
Town Centre & Minter Street Community Branches
Phone: 604-557-7469

Erica Otto,
Investment Services Assistant
Phone: 604-557-7466

Evelyn Van Egdom,
Investment Services Assistant
Phone: 604-557-7469

Danica Armour,
Investment Services Assistant
Phone: 604-557-7468

Duncan Harrison
Investment Advisor
Chilliwack City Community Branch
Phone: 604-703-7637


Joan Bohac,
Investment Services Assistant
Phone: 604-703-7639

Ian Lee, CFP
Ladner Community Branch
Phone: 604-501-4217

Stacey Jones,
Investment Services Assistant
604-502-4917

Christian Martin, BA, CFP
Willoughby Community Branch
Phone: 604-592-7212

Jan Chappell,
Investment Services Assistant
Phone: 604-592-7229

Mike Pratt, BA, FMA, CFP
Sardis & Yarrow
Community Branches
Phone: 604-703-7702

Mak Sidhu, CSA, FMA, FCSI
Sunwood & Fleetwood Community Branches
Phone: 604-502-4987

Karen Armstrong,
Investment Services Assistant
Phone: 604-501-4251

Keith Wood, CFP, FMA, RHU, CSA
Tsawwassen Community Branch
Phone: 604-501-4227

Margaret Piazza,
Investment Services Assistant
Phone: 604-502-4931

Debra Terry, PFP
Financial Planner
Vintage Hills Branch

Phone: 250-707-2509

 
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