Valley First, a division of First West Credit Union
Allison Rupitz, CFP, is a seasoned wealth advisor currently working at Valley First, a division of First West Credit Union, since February 2018, with a progressive career that includes roles such as senior financial advisor and financial services advisor. Prior to this, Allison held customer service positions at DAVIDsTEA and BMO Harris Bank, where exceptional service and sales performance were consistently delivered, alongside handling financial transactions and customer advisement. Experience also includes bookkeeping at DogLeg Marketing Studio and wine sales at Deep Roots Winery/Dirty Laundry Vineyard. Educational qualifications include a Bachelor of Business Administration in Finance and a Business diploma in Human Resources Management from Okanagan College.
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Valley First, a division of First West Credit Union
Valley First is a division of First West Credit Union, B.C.'s third-largest credit union, with nearly $15.5 billion in total assets and assets under administration, more than 250,000 members and approximately 1,250 employees. Despite tremendous growth since Valley First's inception in 1947, it remains close to the communities and people it serves by providing competitively priced financial services and supporting community initiatives through donations, sponsorships and volunteer participation.