We believe that building a financially-secure future is a collaborative journey, and our Avanti Investment Services™ team, in partnership with Aviso Financial Inc., is here to be your trusted partner. These dedicated individuals are passionate about helping you achieve your financial goals, whether you are planning for retirement, saving for a major life event, or simply growing your investments.
Our investment team understands that every member is unique, and we are committed to providing personalized guidance tailored to your specific needs and life goals. Explore the profiles of our team members, learn about their expertise, and discover how they can assist you in making informed financial decisions. Your financial success is our priority.
Avanti Investment Services team
Wealth Consultant / Avanti Investment Services
Mutual Fund Investment Specialist / Aviso Wealth
Adam graduated from the University of Western with a Bachelor of Management and Organizational Studies Degree with a major in Finance. Adam is a Certified Financial Planner® and has completed his Investment Funds in Canada and Canadian Securities Courses.
With industry-leading financial experience, Adam’s commitment to helping his members navigate their needs and goals is the driving force behind his personalized approach to planning and investment advice. Adam is dedicated to helping members achieve their financial goals by ensuring their investment strategies align with their values and life choices.
Member Consultant, Wealth / Avanti Investment Services
Mutual Fund Investment Specialist / Aviso Wealth
Allison graduated from St. Clair College with a diploma in Business Administration Finance in 2012. She recently completed her Canadian Investment Funds course through IFSE, and focuses on a responsible investment approach, having obtained her Responsible Investment Specialist (RIS) accreditation.
Allison has worked in the financial services industry for more than 10 years. She has been employed with WFCU Credit Union for five and a half of years, and with Aviso Wealth for one year. In this time, Allison has shown great commitment to her members and pride in helping them in all areas and aspects of their lives. Her ability to educate her members and guide them through these life stages is what sets her apart, and her belief in aiming for financial success, not stress, is a guiding principle in all she does.
Wealth Consultant / Avanti Investment Services
Mutual Fund Investment Specialist / Aviso Wealth
Kay has held her Personal Financial Planning designation since 2011. She has been with WFCU Credit Union as a Wealth Consultant and with Aviso Wealth since 2012. Kay has completed her Investment Funds in Canada course, obtained her Canadian Securities Course, and is currently a member of the Windsor Estate Planning Council. With over 33 years of experience in the Financial Services Industry, she has held a variety of roles including Financial Services Manager, Mutual Funds Investment Specialist, Investment Representative, and Investment Advisor.
Kay has been working with members through some of the most volatile markets in history. She has a deep understanding of the needs of her members and their financial wellness, with a personalized approach focused on member priorities. Working closely with her members, Kay helps alleviate their financial worries by ensuring their financial needs are met through tailored planning and advice reflecting their values and life goals resulting in their financial peace of mind.
Member Consultant, Wealth / Avanti Investment Services
Mutual Fund Investment Specialist / Aviso Wealth
Mitchell graduated from the University of Windsor with a Bachelor of Arts in Communication, Media and Film in 2018. Since then, he has moved into the role of Wealth Consultant at WFCU Credit Union after starting his career in 2019. He has been an advisor with Aviso Wealth for one year. After completing his Canadian Investment Funds Course in 2022, Mitchell has focused on developing his clients by building their financial confidence and supporting them in attaining their goals. Through his passion for helping others, Mitchell commits 100% of his focus and energy towards his clients’ needs whether it be basic budgeting or retirement planning.
Member Consultant, Wealth / Avanti Investment Services
Mutual Fund Investment Specialist / Aviso Financial Inc.
Toni graduated from the University of Windsor with a Bachelor of Arts in Communication Studies. She has been with WFCU Credit Union since 2013 and has completed the Canadian Investment Funds Course, along with her Responsible Investment Specialist designation to offer responsible investment strategies while making a positive difference in the world.
Toni believes that her success stems from her clients gaining more confidence with their financial literacy by enabling them to make better informed decisions about their money. She is dedicated to providing customized financial advice and guidance to help support clients through all their major life events and decisions.
Rapport Wealth Services team
Wealth Advisor / Rapport Wealth Services
Wealth Advisor / Carte Wealth Management Inc.
Andres has over 15 years of experience in the financial services industry, including over 8 years as a Qualified Associate Financial Planner (QAFP). Andres is dedicated to building relationships and advocating for members, finding solutions for their needs and a plan to achieve their goals.
Wealth Consultant / Rapport Wealth Services
Wealth Consultant / Carte Wealth Management Inc.
Michael has over 30 years of experience in the financial services industry, with over 20 years of financial planning experience. Michael is committed to providing members with excellent service and helping them make smart decisions with their money. He specializes in assisting members save for retirement, their children’s education, establishing trusts, and more.
Wealth Advisor / Rapport Wealth Services
Wealth Advisor / Carte Wealth Management Inc.
Yass has over 13 years of experience in the financial industry, allowing her to provide members with the excellent service you expect from Rapport – A Division of WFCU Credit Union.
Yass started her financial career as a mortgage broker, helping many families achieve their dreams of home ownership. She then expanded into Wealth Management, becoming a financial planner and expert in guiding members to understand their investment choices to reach their desired financial results.
WFCU Credit Union and ECU – a division of WFCU Credit Union
*Mutual funds and other securities for WFCU and ECU Members are offered through Aviso Wealth, a division of Aviso Financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Rapport – a division of WFCU Credit Union
∆Certain products, features, and services will not be available to Rapport members until early Spring 2025. Be the first to know by subscribing to our newsletter or visiting the Rapport Welcome Page, where we’ll continue to update what’s new and upcoming for Rapport members.
DISCLAIMER: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund fact before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently, and past performance may not be repeated.
*Mutual funds and related financial planning services are offered through Aviso Wealth, a division of Aviso Financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated.
**Mutual funds for Rapport members are offered through Carte Wealth Management Inc. Other Products and Services are offered through Rapport – A Division of WFCU Credit Union. Carte Wealth Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Rapport – A Division of WFCU Credit Union. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy, and Carte will not be held liable for any inaccuracies in the information presented, nor will Carte be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.
