Meet Our Team
Adam VanEvery, CFP, RIS
Wealth Consultant, Avanti Investment Services Mutual Fund Investment Specialist, Aviso Financial Inc.. 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. |
|
Allison Deziel, RIS Member Consultant, Wealth/Mutual Fund Investment Specialist Avanti Investment Services/Aviso Financial Inc. 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 Financial Inc. 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. |
|
Austin Ficociello, BCom, RIS |
|
Kay LaPointe, PFP, RIS
Wealth Consultant/Mutual Fund Investment Specialist Avanti Investment Services/Aviso Financial Inc. Kay has held her Personal Financial Planning designation since 2011. She has been with WFCU Credit Union as a Wealth Consultant and with Aviso Financial Inc. 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. |
|
Mitchell Harder, RIS |
|
Toni Parlee, RIS |
|
Wade Gale |
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.