Meet the Team

Meet the Team

Meet our amazing Wealth Team! We’re a group of passionate and skilled professionals here to help you reach your financial goals.

Associate Wealth Advisor

Our Associate Wealth Advisors provide support to the Wealth team while servicing and enhancing your experience with us. They also advise clients with smaller portfolios.

Digital Wealth Specialist

Our Digital Wealth Specialists focus on providing advice and investment solutions that are tailored to your goals. We are here to conveniently support your needs virtually, over the phone or online. We offer mutual funds from top companies through our partnership with Aviso Wealth.


Financial Planner

Life happens and our Financial Planners are here to help you navigate through those life-changing events with peace of mind. Our Financial Planners provide a holistic financial plan that includes strategies for retirement, risk management, estate planning and distribution as well as succession planning.

Wealth Advisor

Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They provide comprehensive investment servicesretirement planning and protection strategies that will meet your needs and goals. They can offer a full suite of investment products through our partnership with Aviso Wealth which include stocks, bonds, ETFs, mutual funds and managed accounts.

Wealth Associate

Our Wealth Associates provide support to the Wealth team while servicing and enhancing your experience with us.

Wealth Protection Specialist

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Wealth Specialist

Our Wealth Specialists focus on wealth accumulation by providing retirement advice and investment solutions that are tailored to your short, medium and long-term goals. We offer mutual funds from top companies through our partnership with Aviso Wealth.

THE TEAM

Each of us brings something unique to the table, and together we’re ready to support you every step of the way along your financial journey. We look forward to meeting you! Get to know us and see how we can help - we’re just a call or email away!

Photo of Aleshia Andreas

Aleshia Andreas

Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.

Photo of Karen  Bender

Karen Bender

Wealth Associate
Innovation Wealth / Aviso Wealth

Photo of Donnica Bernier

Donnica Bernier

Digital Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Shirley Bongosia

Shirley Bongosia

Digital Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Scott Cassidy

Scott Cassidy

Wealth Advisor
Aviso Wealth

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Michaela Daigle

Michaela Daigle

Digital Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Chalci  Dyck

Chalci Dyck

Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.

Photo of Ivana Erdelji

Ivana Erdelji

Wealth Associate
Innovation Wealth / Aviso Wealth

Photo of Hayden Friedrich

Hayden Friedrich

Wealth Specialist
Aviso Wealth

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Andy Garvik

Andy Garvik

Wealth Advisor
Aviso Wealth

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Leanne Head

Leanne Head

Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.

Photo of Adriana Hoffman

Adriana Hoffman

Associate Wealth Advisor
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.

Photo of JoAnne Iverson

JoAnne Iverson

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Chie  Magkasi

Chie Magkasi

Digital Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Aleksandra Maslovski

Aleksandra Maslovski

Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.

Photo of Nicole Melrose

Nicole Melrose

Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Paula Munro

Paula Munro

Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Jonathon Rees

Jonathon Rees

Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Michael Riel

Michael Riel

Wealth Advisor
Aviso Wealth

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Dana Rissling

Dana Rissling

Wealth Advisor
Aviso Wealth

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Karen Rousseaux

Karen Rousseaux

Wealth Specialist
Innovation Wealth / Aviso Wealth

Photo of Roy  Schultz

Roy Schultz

Wealth Advisor
Aviso Wealth

Wealth Protection Specialist
Aviso Insurance Inc.

Photo of Michele White

Michele White

Financial Planner
Innovation Wealth / Aviso Wealth

Photo of Kirsten Wright

Kirsten Wright

Wealth Specialist
Innovation Wealth / Aviso Wealth

Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.