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Financial Planning & Wellness Team

Relax and let our local experts help you put together a truly personalized plan to reach your goals.

Meet our financial planning and wellness team

 

Jackie Touchet, CFP, BCOM, RIS

Financial Advisor,
Life Insurance Agent
Aviso Wealth &
Northern Savings Financial Services Ltd.

Jackie is currently Northern Savings Financial Services, Wealth Leader. Jackie’s passionate about educating and mentoring a diverse group of clients in Prince Rupert and on Haida Gwaii.

Following a notable career in professional golf, and after receiving a Commerce degree from the University of British Columbia, Jackie pivoted to the financial services industry in 2011. Jackie continues to build her credentials and in 2023 she received a Certified Financial Planning Designation.

A passionate Prince Rupert resident, Jackie has spent over six years developing and enhancing the Prince Rupert Gymnastics Association in her role as president. In her spare time, Jackie enjoys time in the great outdoors with her family.
  • Servicing Prince Rupert and Haida Gwaii
  • Investment Advice
  • Life Insurance Solutions
  • Estate and Retirement Planning
jackietouchet@northsave.com    
250.628.0400    
800.330.9916
CIRO Advisor Report
 

Amy Allemeersch

Financial Services Associate
Northern Savings Financial Services Ltd.

  • Servicing Prince Rupert and Haida Gwaii

amyallemeersch@northsave.com
250.628.0400
800.330.9916

Bailey Kasum, BCOM, RIS

Financial Advisor,
Life Insurance Agent

Aviso Wealth &
Northern Savings Financial Services Ltd.

Bailey is a Financial Advisor and Life Insurance Agent with Northern Savings Financial Services Ltd. Growing up in a small community (Stewart BC), Bailey learned the value of a strong work ethic and the importance of managing money.

Bailey is a proud graduate of the University of Victoria, where she obtained her Bachelor of Commerce Degree. She has held various roles within the organization, gaining experience in retail banking and lending, which has provided Bailey with a solid foundation in financial services.

Bailey has a passion for helping individuals achieve their financial goals, provides personalized financial advice, and is dedicated to helping her clients navigate the complex world of finance
  • Servicing Terrace and Area
  • Investment Advice
  • Life Insurance Solutions
  • Estate and Retirement Planning
baileykasum@northsave.com
250.635.0515
888.631.7822
CIRO Advisor Report
 

Tia Buhr

Financial Advisor
Aviso Wealth &
Northern Savings Financial Services Ltd.

  • Servicing Terrace and Area
  • Investment Advice
  • Estate and Retirement Planning

tiabuhr@northsave.com
250.635.0515
888.631.7822
 
 
 

Why choose Northern Savings?

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Proactive, personalized support

Your life, your job, your goals – we take the time to learn about them all, personalizing your financial plan to match. Then we keep in touch, so no important moment or financial opportunity is ever missed.
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Friendly, practical guidance

We know the financial world can seem complex. Our experts make it simple, avoiding jargon and walking you through every option. So you can feel confident in the financial decisions you make.
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Unbiased advice

You’ll only ever get impartial recommendations from our team because their priority isn’t to sell products. It’s to help you find the right solutions to grow and protect your money.
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Specialized expertise

Each of our advisors is specialized in their field, with years of experience helping local people like you. So they have the expertise to help with any need or goal.
 

Guiding you every step of the way

Financial planning isn’t complicated when you partner with us.

 

1

Getting to know you

Your plan should be as unique as you are. So your advisor will sit down with you to learn all about you, your life and goals.

2

Developing your plan

Your advisor will analyze the insights gathered and develop a practical, personalized plan to help you reach your goals.

3

Presenting the plan

Your advisor will give you a full walk through of their recommendations and make any adjustments you need.

4

Monitoring progress

You won’t have to navigate your plan alone. Your advisor will stay in touch to help you put it into action and make any tweaks.
 

Interested in responsible investing?

Learn how to incorporate responsible investing and ESG ratings in your investments.

Invest for the future

Accelerate your savings with our investment options.

Investing made simple

We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, Exchange-Traded Funds (ETFs), and mutual funds – with low trading fees.
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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.
 

Neighbours Helping Neighbours.

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