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Investment Team

Meet our team

Saving and investing gives you the opportunity to build wealth and enables you to finance things like retirement, education, and recreation.

Our experienced team will work with you to understand your unique financial needs and goals so that they can develop a personalized strategy and investment portfolio for you.

 

Amy Williams, PFP
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Peterborough 

705-743-9966 ext. 7501

amy.williams@kawarthacu.com

Beth Dowell
FINANCIAL PLANNER
Kawartha Credit Union/Aviso Wealth
  
Brockville, Cornwall

705-743-9966 ext. 7393

bdowell@kawarthacu.com

Hussain Yousafzai, PFP, CFP
FINANCIAL PLANNER
Kawartha Credit Union/Aviso Wealth

Cobourg, Napanee, Trenton, Lindsay, Little Britain and Kinmount

705-743-9966 ext. 7382

hyousafzai@kawarthacu.com

CIRO Advisor Report

Luc Burnham
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Peterborough

705-743-9966

lburnham@kawarthacu.com

Mary Liu, CFP
Financial Planner
Kawartha Credit Union/Aviso Wealth

Muskoka Region 

705-746-6696

mliu@kawarthacu.com

CIRO Advisor Report

Mike Sullivan, Hons. BBA
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Peterborough

705-743-1402

msullivan@kawarthacu.com

Ricaldo Ward
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Peterborough

705-743-3643 ext. 2270

rward@kawarthacu.com

Rick Watson, CIM
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Peterborough, Keene

705-743-9966 ext. 2212

rwatson@kawarthacu.com

Ryan Dales, CFP
Financial Planner
Kawartha Credit Union/Aviso Wealth

Kingston

613-389-7721

rdales@kawarthacu.com

Sarah Holmes
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Brockville

613-342-6365

sholmes@kawarthacu.com

Doreen Tullio
Investment Specialist
Kawartha Credit Union/Aviso Wealth

Cobourg

705-743-9966 ext. 1908

dtullio@kawarthacu.com

Mutual Funds and other securities are offered though 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.

 

Get the financial advice you need.

Tell us a little about yourself and we will get you connected with one of our experienced professionals.  

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