Financial Advice

Craig Glover has been helping hardworking families, individuals, and business owners navigate financial services and achieve their goals for over 15 years. Craig joined WLD Financial Services Ltd. (WLDFS) in the spring of 2015 after having worked in retail and private wealth divisions for three of the country's largest financial institutions, primarily in the lower mainland of BC. After acquiring a Bachelor of Commerce specializing in Finance and International Business at the University of Northern British Columbia, Craig always knew that he would settle somewhere outside of the bustling metropolitan area of southern British Columbia. In 2013 he chose to make Williams Lake his home. An avid fisherman and outdoor enthusiast, Craig found the Cariboo to be a natural fit in terms of work-life balance, and he looks forward to many more years serving and helping members of the communities where he lives, works, and plays.

As the Manager, Financial Planning and Financial Planner and insurance advisor for Williams Lake and District Credit Union's subsidiary WLD Financial Services, Craig is the resident expert for wealth management services for Credit Union members and others seeking expert planning and advice in the communities in which the Credit Union operates. Craig indirectly leads and supports a team of investment specialists across three different branches.

A Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), a Certified International Wealth Manager (CIWM), a Personal Financial Planner (PFP), and a Master of Business Administration (MBA), Craig is highly qualified, and ready, willing, and able to help those requiring a financial plan, retirement plan, investment plan or wealth preservation strategy. His qualifications and designations, in partnership with other experts, allow him to provide further valuable insights into estate planning, tax planning and business succession planning.

Outside of his professional pursuits Craig volunteers his time in the community working with the Community Volunteer Income Tax Program (CVITP) and he regularly co-hosts workshops with other Credit Union employees, providing financial literacy education through the Each One, Teach One program.

Committed to helping anyone desiring help, regardless of how much money they have, has allowed Craig to fully embrace Williams Lake and District Credit Union's values and principles and carry those over to WLDFS.

Abigail King began her career in 2007 as an account manager at a major bank after completing a Bachelor of Business Administration degree at Thompson Rivers University in Kamloops BC. Her degree is in General Studies with a strong focus on economics and finance. Abigail also holds her Mutual Funds License through Credential Asset Management Inc.

She started at the Williams Lake & District Credit Union in October 2014 & is very grateful to work for a company that believes in the importance of the family-work-life balance and that is such a strong supporter of the community.

Abigail welcomes the opportunity to offer guidance and advice with your finances and to help build your wealth.

Steve welcomes the opportunity to give you guidance, advice, and help investing and protecting your money. He thinks it’s important that you have a good understanding of your finances and a solid, workable plan for the future- a plan that’s appropriate for where you, your family, and your business are today, and that delivers the results you need for tomorrow. As you work with Steve from year to year, he’ll help you evolve your plan as life unfolds, and address the tough questions and decisions along the way.