Dawn Adams is an experienced financial professional currently serving as Assistant Branch Manager and Senior Financial Advisor at Envision Financial, a division of First West Credit Union, since October 2020. In this role, Dawn operates a holistic financial advisory practice focused on helping clients achieve their financial goals. Concurrently, Dawn works as a Mutual Funds Representative for Qtrade Asset Management. Previous experience includes serving as Charitable Foundation Administrator for the Raymond James Canada Foundation and various positions at Westminster Savings Credit Union, including Mobile Mortgage Specialist and Small Business Relationship Manager. Dawn Adams possesses a Bachelor of Arts in Geography from Wilfrid Laurier University and has completed additional educational programs at Blanche Macdonald Centre and the University of the Fraser Valley.
Envision Financial, a division of First West Credit Union
Envision Financial, a division of member-owned co-operative First West Credit Union, provides banking, borrowing and investment services for residents and businesses across B.C.’s Lower Mainland, Fraser Valley and North Coast communities. As 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 46 branches throughout the province, Envision Financial brings innovative products, an extensive branch network and local decision making to the banking experience.