Invest with
a Financial Advisor

‍

^Credentials

_{PFP® - Personal Financial Planner}

‍^{RIS- Responsible Investment Specialist}

‍

Brody specializes in investment planning, and takes the time to understand his client’s needs, allowing him to recommend solutions that can help them achieve their short and long-term goals. As a financial advisor, he believes that it is important that his clients feel confident and in control of their finances, and ensures they have knowledge of all their options, allowing them to make educated decisions.  

‍

Brody enjoys collaborating with his clients to understand their unique ambitions and their financial concerns and goals so he can work with them to build a plan that’s right for them. Brody can serve clients in English and French.

_Credentials

_{RIS - Responsible Investment Specialist}

‍

With nearly ten years of experience in the financial services industry, Chrisner has extensive experience providing advice tailored to a member’s life stage and specific needs. Chrisner views financial advice as a process that is unique to each member and takes the time to assess a member’s financial situation and needs.

‍

Chrisner can serve clients in English and Tagalog.

_Credentials

_{RIS – Responsible Investment Specialist}

‍

With 16 years of experience in the financial services industry, Jessica knows the importance of understanding a member’s financial journey, and discovering what is important to them, in order to help them reach their goals. She provides honest and clear advice, and ensures members have a complete understanding of what they are doing while meeting with them to discuss their finances. Jessica finds satisfaction when members understand their investments and are committed to their retirement plan.

‍

Jessica can serve members in English and Spanish.

_Credentials

_{RIS - Responsible Investment Specialist}

‍

Leslie holds a wealth of financial knowledge gained from over 40 years’ of experience in financial services. She firmly believes that helping her clients understand what they own, and why they own it, is the basis for creating a solid financial plan.

‍

Leslie will take the time to explain to her clients what the solution is and how it works, every time, so they confidently know what their investments are doing for them. When working with her clients to plan for retirement or passing wealth on to the next generation, she earns her clients’ trust by speaking plainly and answering all their questions or concerns. That’s why her clients call her first whenever they need financial advice.

‍

_Credentials

_{RIS - Responsible Investment Specialist}

‍

Pushti first gets to the heart of what is important to her clients. With this focus, she provides her clients with the appropriate knowledge and solutions to facilitate their financial decisions, keeping them on the path forward to realizing what will truly make them happy.

‍

Pushti’s main goal is to help her clients grow their assets responsibly, giving them peace of mind that they have made the right choices. She can serve clients in English, Punjabi and Hindi.

‍

_Credentials

_{MBA - Masters in Business Administration}

_{RIS- Responsible Investment Specialist}

_{RRC - Registered Retirement Consultant}

‍

Toyin helps clients achieve their financial goals by employing her keen analytical and qualitative skills in each step of the investment planning process, in order to provide valuable information and sound advice.

‍

Toyin enjoys helping her clients learn about their financial situation and the investment solutions that will enable them to reach their goals. Armed with this knowledge, she works with them to build a solid investment plan. She can service clients in English and Yoruba.

_Credentials

_{CFP® - Certified Financial Planner}

_{RIS - Responsible Investment Specialist}

_{RRC® - Registered Retirement Consultant}

‍

Crystal’s love of working with people, her previous banking experience and her financial education allow her to connect with clients at a personal level about their financial future. With her holistic approach and relatable style, she prepares detailed yet understandable investment and retirement plans that incorporate her clients’ values and what they want to achieve. As a trusted advisor, clients rely on Crystal to provide calm advice when life suddenly changes.

‍

Crystal is passionate about making a positive impact in her client’s lives through sound investment strategies that remain adaptable to changing needs. Her ongoing relationship with clients has proven successful in helping them accumulate wealth to achieve their life goals and to provide for a comfortable retirement.

‍

https://www.iiroc.ca/investors/know-your-advisor-iiroc-advisor-report

‍

_Credentials

_{CFP® - Certified Financial Planner}

_{RIS - Responsible Investment Specialist}

‍

Megan discovered her passion for helping people with their financial goals while working her way up the ranks at Cambrian Credit Union. Her grassroots banking experience, combined with her financial planning education, allows her to thoroughly understand personal finances, holistically guiding her clients through financial decisions, helping them set realistic goals and keeping them on track towards their financial future.

‍

Megan works with each one of her clients wholeheartedly to create a personalized investment plan that provides them with peace of mind for their financial future.

‍

https://www.iiroc.ca/investors/know-your-advisor-iiroc-advisor-report

‍

_Credentials

_{CFP® - Certified Financial Planner}

_{RIS- Responsible Investment Specialist}

_{BA – Bachelor of Arts}

‍

With 35 years of experience, Sean is a seasoned advisor who focuses on providing strategic planning, tailored to the needs and goals of each of his clients.

‍

Working closely with his clients, accountants and lawyers, he provides a comprehensive retirement plan that includes tax and estate planning strategies. This holistic approach has been key to Sean’s successful career, placing him among the top Aviso Financial Advisors in Canada over consecutive years.

‍

https://www.iiroc.ca/investors/know-your-advisor-iiroc-advisor-report

_Credentials

_{CFP® - Certified Financial Planner}

_{FCSI - Fellowship of the Canadian Securities Institute}

_{FMA - Financial Management Advisor}

_{RIS - Responsible Investment Specialist}

‍

Trenton has a wealth of education and experience in financial services, evidenced in his thorough and holistic application of financial planning disciplines when crafting investment and financial strategies tailored for each of his clients.

‍

With more than 30 years’ experience, Trenton is passionate about helping his clients navigate through life’s expected or unexpected changes and challenges in order to achieve their financial goals.

‍

https://www.iiroc.ca/investors/know-your-advisor-iiroc-advisor-report

‍