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Kyle Truan-Olsen, RIS

 
Kyle Truan-Olsen

Senior Wealth Advisor

FirstOntario Credit Union
Aviso Wealth

I believe that no matter what age or stage of life you are in that you should have access to sound financial advice. Getting to know your personal goals and needs will allow me to create a customized plan that addresses those unique objectives.

I bring almost a decade of wealth management experience along with my B.Comm (Hons) and a Responsible Investment Specialist (RIS) designation to help serve my diverse group of clients. I am also currently working on my Certified Investment Manager (CIM) designation to bring a deeper level of insight to my member base. Delivering successful planning strategies and investment solutions to help you meet your goals provides me with great satisfaction.

My spouse and I call Niagara Region home and we enjoy being involved in the community and attending it’s various events. When not working, you can find me spending time with my family and dog Tucker as well as playing many sports, especially hockey.

1-800-616-8878 ext. 1711

Kyle.Truan-Olsen@FirstOntario.com

CIRO Advisor Report ❐

 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.