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Our Team

Get a fresh perspective on your financial future

Wealth Leaders

Michael Butler

Vice President Wealth Management
FirstOntario Credit Union

Teresa Reid-Clare, CFP®, RIS

Director, Wealth
FirstOntario Credit Union

Investment Specialist
Aviso Wealth

Compliance

Carey Kominetsky

Manager, Wealth Compliance and Operations
FirstOntario Credit Union

Branch Compliance Manager
Aviso Wealth

Wealth Team

John Fraone, RIS

Senior Wealth Advisor
Aviso Wealth

Terri Szewczyk, PFP®, RIS

Senior Wealth Advisor
Aviso Wealth

Larry Boyle, QAFP, RRC, RIS

Senior Wealth Advisor
Aviso Wealth

Kyle Truan-Olsen, RIS

Investment Advisor
Aviso Wealth

Andrew Ostasz, RIS

Investment Advisor
Aviso Wealth

Yvonne Delry, RIS

Investment Specialist
Aviso Wealth

Patricia Passmore, RIS

Investment Specialist
Aviso Wealth

Tyler Reiner, RIS

Investment Specialist
Aviso Wealth

Taylor Alber, RIS

Wealth Associate
Aviso Wealth

Stephanie Wallis, RIS

Wealth Associate
Aviso Wealth

Aidan Arsenio-Corlis

Wealth Associate
Aviso Wealth

Julie Shackelton

Associate Advisor
Aviso Wealth

Margaret Mazurkewicz, RIS

Investment Advisor Assistant
Aviso Wealth

Alex Hugli

Investment Advisor Assistant
Aviso Wealth

Connect with a wealth advisor

Book an appointment or call us at 1-800-616-8878

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Trust and Estate Services

Our team also offers Trust and Estate Services that you can learn more about in this PDF.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.

Qtrade Guided Portfolios is a division of Aviso Financial Inc.