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 services, retirement 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
No description yetWealth 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!
Aleshia Andreas
Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.
Karen Bender
Wealth Associate
Innovation Wealth / Aviso Wealth
Donnica Bernier
Digital Wealth Specialist
Innovation Wealth / Aviso Wealth
Shirley Bongosia
Digital Wealth Specialist
Innovation Wealth / Aviso Wealth
Scott Cassidy
Wealth Advisor
Aviso Wealth
Wealth Protection Specialist
Aviso Insurance Inc.
Michaela Daigle
Digital Wealth Specialist
Innovation Wealth / Aviso Wealth
Chalci Dyck
Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.
Ivana Erdelji
Wealth Associate
Innovation Wealth / Aviso Wealth
Hayden Friedrich
Wealth Specialist
Aviso Wealth
Wealth Protection Specialist
Aviso Insurance Inc.
Andy Garvik
Wealth Advisor
Aviso Wealth
Wealth Protection Specialist
Aviso Insurance Inc.
Leanne Head
Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.
Adriana Hoffman
Associate Wealth Advisor
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.
JoAnne Iverson
Wealth Protection Specialist
Aviso Insurance Inc.
Chie Magkasi
Digital Wealth Specialist
Innovation Wealth / Aviso Wealth
Aleksandra Maslovski
Wealth Associate
Innovation Wealth / Aviso Wealth / Aviso Insurance Inc.
Nicole Melrose
Wealth Specialist
Innovation Wealth / Aviso Wealth
Paula Munro
Wealth Specialist
Innovation Wealth / Aviso Wealth
Jonathon Rees
Wealth Specialist
Innovation Wealth / Aviso Wealth
Michael Riel
Wealth Advisor
Aviso Wealth
Wealth Protection Specialist
Aviso Insurance Inc.
Dana Rissling
Wealth Advisor
Aviso Wealth
Wealth Protection Specialist
Aviso Insurance Inc.
Karen Rousseaux
Wealth Specialist
Innovation Wealth / Aviso Wealth
Roy Schultz
Wealth Advisor
Aviso Wealth
Wealth Protection Specialist
Aviso Insurance Inc.
Michele White
Financial Planner
Innovation Wealth / Aviso Wealth
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.