Meet the Team
Swift Current
PO Box 1090 Stn Main, 198 1st Ave NE, Swift Current, SK S9H 3X3
North Battleford
PO Box 638, 1202 102nd St, North Battleford, SK S9A 2Y7
Meadow Lake
PO Box 1060, 125 Centre St, Meadow Lake, SK S9X 1Y8
Saskatoon
#30 3210 Preston Avenue South, Saskatoon, SK S7T 0Y5
Digital Wealth Specialist
PO Box 638, 1202 102nd St, North Battleford, SK S9A 2Y7
Swift Current
PO Box 1090 Stn Main, 198 1st Ave NE, Swift Current, SK S9H 3X3
North Battleford
PO Box 638, 1202 102nd St, North Battleford, SK S9A 2Y7
Meadow Lake
PO Box 1060, 125 Centre St, Meadow Lake, SK S9X 1Y8
Battleford
PO Box 160, 131 22nd Street, Battleford, SK S0M 0E0
Buffalo Narrows
PO Box 310, 3 1491 Pederson Ave, Buffalo Narrows, SK S0M 0J0
Cabri
PO Box 410, 201 Centre St, Cabri, SK S0N 0J0
Cut Knife
PO Box 308, 205 Broad Street, Cut Knife, SK S0M 0N0
Eastend
PO Box 369, 304 Redcoat Drive, Eastend, SK S0N 0T0
Frontier
PO Box 240, 104 1st Ave W, Frontier, SK S0N 0W0
Glaslyn
PO Box 186, 101 Main St, Glaslyn, SK S0M 0Y0
Goodsoil
PO Box 88, 101 Main St S, Goodsoil, SK S0M 1A0
Gravelbourg
PO Box 90, 403 Main Street N, Gravelbourg, SK S0H 1X0
Gull Lake
PO Box 178, 1371 Conrad Avenue, Gull Lake, SK S0N 1A0
Hafford
PO Box 338, 16 Main St, Hafford, SK S0J 1A0
Hodgeville
PO Box 64, 100 Main St, Hodgeville, SK S0H 2B0
Lancer
PO Box 120, 112 Balaclava St, Lancer, SK S0N 1G0
Leoville
PO Box 100, 38 Main St, Leoville, SK S0J 1N0
Mankota
PO Box 67, 140 3rd St, Mankota, SK S0H 2W0
Medstead
PO Box 149, 105 1st Ave, Medstead, SK S0M 1W0
Meota
PO Box 249, 300 2nd St, Meota, SK S0M 1X0
Pierceland
PO Box 10, 181 Main St, Pierceland, SK S0M 2K0
Ponteix
PO Box 388, 237 Centre St, Ponteix, SK S0N 1Z0
Saskatoon
#30 3210 Preston Avenue South, Saskatoon, SK S7T 0Y5
Shell Lake
PO Box 38, 204 Main St, Shell Lake, SK S0J 2G0
Wilkie
PO Box 84, 204 2nd Ave W, Wilkie, SK S0K 4W0
Digital Wealth Specialist
PO Box 638, 1202 102nd St, North Battleford, SK S9A 2Y7
Investment 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.
Associate
Our Wealth Associates provide support to the Wealth team while servicing and enhancing your experience with us.
Certified 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.
Investment 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.
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.
Select the map pin in your area to find your nearest Innovation Wealth professional, or use the "filter team by" button at the top of the page to view a listing of all team members or staff by specialty.
ACUIC: Associate Credit Union Institute of Canada , B.A.: Bachelor of Arts , BAFS: Bachelor of Applied Financial Services , B. Comm: Bachelor of Commerce , BIB: Bachelor of International Business , CFP: Certified Financial Planner , CIM: Chartered Investment Manager , FCSI: Fellow of the Canadian Securities Institute , FCUIC: Fellow Credit Union Institute of Canada , FMA: Financial Management Advisor , FPSC: Financial Planners Standards Council , FPSC Level 1: Financial Planners Standards Council, Level One , PFP: Personal Financial Planner , QAFP™ : Qualified Associate Financial Planner , RIS: Responsible Investment Specialist , RRC: Registered Retirement Consultant
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance offers financial planning, life insurance and investments to members of credit unions and their communities. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.