Anne Gillis
BBA, PFP
I firmly believe that each client has a unique story, and that story flows through to their financial goals and decision-making. I am committed to working with each client to help them achieve those goals in a way that is consistent with their story. If ethical, environmental, social, and governance factors are a priority for you, I am well versed on that subject and can incorporate these factors into my investment recommendations.
I am committed to delivering exceptional service by maintaining regular contact with you and executing transactions in a timely and accurate manner, as I have done throughout my 15-year career in the credit union system. I look forward to listening to your unique story and helping you build a foundation of financial security through investing, tax management and estate planning.
Phone: (613) 507-1131
Email: anne.gillis@kccuwealth.ca
LinkedIn: Connect
Evelyne Laurin
MA
I take a comprehensive approach to wealth management and planning in order to help clients plan for their financial goals in all life stages. I engage with my clients and build long-term partnerships so that the outcome of our decisions will reflect what they want their wealth to do. I am also a firm believer in community engagement and charitable giving as a foundation to my approach.
Our team takes our responsibility for managing your wealth seriously. We understand relationships based on trust and confidence are built over time through consistent and reliable service. We welcome the opportunity to discuss your financial goals and establish a strategy together.
Phone: (613) 507-1131
Email: evelyne.laurin@kccuwealth.ca
LinkedIn: Connect
Please note that our office is by appointment only.
Disclaimer: KCCU Wealth Solutions is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of KCCU Wealth Solutions are used under licence by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
A third party is an individual or entity, other than the account holder or those authorized to give instructions about the account, who directs what happens with the account. For example, if an account were opened in one individual’s name for deposits that are directed by someone else, the other person or entity would be a third party.
