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Financial Literacy
We know that strong financial literacy is key to making informed decisions about money.
Stephanie Wallis, RIS
Wealth Associate
FirstOntario Credit Union
Aviso Wealth
I am a dedicated Wealth Associate on the FirstOntario Wealth Connect Team and Aviso Wealth. With a passion for developing lifetime relationships with each member, I take the time to listen to their whole story. My primary focus is providing personalized financial guidance and support.
Over the years I’ve transitioned through various roles within FirstOntario Credit Union, from teller to lending and investing, gaining invaluable insights along the way. In addition to my diverse experience, I’ve completed my Responsible Investment Specialist designation, enhancing my knowledge of sustainable and ethical investment practices.
My commitment lies in helping members achieve their financial goals and build wealth for the future. Beyond work, you’ll often find me enjoying quality time with family and friends or engaging in running activities and events, fueling my enthusiasm for personal and professional growth.
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