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.
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.
Mutual funds and other securities 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.
