Contact Us

 

7041 Tecumseh Road East
Phone: 519.974.1181
Email: [email protected]

Hours:
Monday to Tuesday - 9:30AM - 5:00PM
Thursday & Friday - 9:30AM - 5:30PM





Photo - Sandy Kosak Sandy Kosak
Investment Advisor | Wealth Management | Credential Securities
519-974-1181
[email protected]

Investment Industry Regulatory Organization of Canada - Advisor Report

Sandy Kosak graduated from the University of Windsor with his Bachelor of Commerce Degree in 1992 and later returned to complete the MBA Program in 2000. Since 1992, He has held a variety of positions in the financial services industry including personal, small business and professional banking. This has given him the opportunity to understand the needs of people from a variety of different perspectives.

In 1996, Sandy obtained his Canadian Securities License and followed this up by obtaining his level 2 life insurance license in 1998. In 2004, he obtained his Certified Financial Planners designation.  Sandy has now been offering full service investment and financial planning services to WFCU members for the past 20 years. He has been a multiple year qualifier for Million Dollar Round Table (MDRT) and has also been recognized internally by his own investment dealer as a top 30 advisor amongst credit unions in Canada.

Sandy has built his clientele by placing the highest priority on their needs and objectives first and foremost. He ensures that any solutions that are proposed are explained in a manner that clients will fully understand and be comfortable with. Over the past 20 years, Sandy has helped his clients navigate through some very volatile markets, keeping them focused on long term goals while still adapting to any unexpected short term changes.

Sandy is available to work with you to help answer your questions and create a comprehensive financial plan addressing your own retirement, estate planning, insurance and investment needs.


 

Photo - Mike Middleton Michael Middleton
Investment Advisor | Wealth Management | Credential Securities
519-974-1181
[email protected]

Investment Industry Regulatory Organization of Canada - Advisor Report

Since graduating from the Honours Bachelor of Commerce Program at the University of Windsor, Michael Middleton has been offering financial planning services.  Michael has spent his entire working career in the financial planning industry finding solutions to help clients through their various lifestages.

Michael obtained his Canadian Securities license in 2001, completed his Certified Financial Planner designation and his level 2 life insurance license in 2003.  He is a multiple year qualifier for the Million Dollar Round Table membership.  Michael continues to add to his industry education and achieved the Canadian Investment Manager designation in 2010.

With over 18 years of financial planning experience, Michael has helped his clients navigate through some of the most volatile markets in history.  Michael focuses his efforts on working with his clients and their tax professionals to create a sustainable, tax efficient, retirement income.  Through his proactive customer service approach he enables his clients to focus on what is important to them leading up to and in retirement. 

Michael lives in lakeshore with his wife and 2 sons.  He is an avid sports fan and volunteers his time with Belle River Minor Hockey as a travel hockey coach.


Emily Tontodonati
519-974-1181
[email protected]

Emily has been in the customer service industry since 2003.  Emily entered the financial service industry in 2017 with WFCU Investment Services.  Emily’ handles the daily front office dynamics and procedures buy managing schedules and client database. 

Emily completed the Canadian Securities Course and is continuously updating her industry knowledge. Emily prides herself on putting clients’ needs first.  Emily’s focus is to ensure our members receive the level of service they have come to expect and deserve.


Angela Garant
519-974-1181
[email protected]

Upon Joining WFCU Investment Services in 2015, Angela has offered administrative support to multiple advisors. 

Angela have been working in the financial services industry since 2000, starting her career in banking and taking on various positions within retail Credit Union branches with a focus on providing exceptional customer service. Angela completed the required courses to become an Investment Representative and obtained her Life Insurance License in 2012.

Angela’s passion is working with clients as they pursue their financial and retirement goals.  Angela assists advisors in all facets of the business including life and disability insurance, investment accounts, corporate investment and estate settlement.  Angela on ensures our clients receive the level of service they have come to expect and deserve.


Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.  Credential Securities is a registered mark owned by Aviso Wealth Inc.  Mutual funds and securities related financial planning services  are offered through Credential Asset Management Inc.

 

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