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Anne GillisBBA, PFP Financial Planner | Aviso Wealth 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
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Evelyne LaurinMA Investment Advisor | Aviso Wealth 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. As a credit union representative, I am also a firm believer in Responsible Investing through environmental, social and governance principles. I welcome the opportunity to discuss your financial goals and establish a strategy together. Phone: (613) 507-1131 |
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.