Jeffrey Schoon, CFP LLB BA, is a seasoned financial professional currently serving as a Wealth Advisor at Valley First, a division of First West Credit Union, since April 2019, following a successful tenure as a Senior Financial Advisor. Prior to this, Jeffrey held various positions at BMO Financial Group from October 2012 to December 2018, including Assistant Branch Manager, Branch Manager, and Financial Services Manager. Jeffrey holds a Bachelor’s Degree in Law from the University of Leicester and a Bachelor’s Degree in Economics from The University of British Columbia.

Location

Kelowna, Canada

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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.


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Headquarters

Penticton, Canada

Employees

201-500

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