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Meet your Representatives
Kim Rody
RIS
Investment Associate | Synergy Credit Union
Mutual Fund
Investment Specialist | Aviso Wealth
Investment Specialist | Aviso Wealth
Investment Specialist | Aviso Wealth
Bobby Domes
Branch Manager | St. Walburg
"Financial Literacy is a passion of mine because it gives the opportunity to share knowledge that I have gained and pass it on to others through many of life’s varied circumstances. I enjoy helping people better themselves in any way possible and being able to provide an opportunity for someone to do that is such a rewarding and positive feeling.
Our financial literacy program is for everyone from school children to retirees, you are never too young or old to learn something new and better your life. I enjoy presenting financial literacy to schools, community groups, and anyone that has an interest, we can all learn from one another."
To learn more or book a presentation, email financial.literacy@synergycu.ca or Bobby.Domes@synergycu.ca
Ph: 306-500-2052
Amberle Benoit
RIS
Financial Advisor
Synergy Credit Union | Aviso Wealth
Financial Literacy Co-chair
Charity Elston
CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union | Aviso Wealth
“I am passionate about financial literacy because through education, we have a huge impact on the future. I enjoy presenting financial topics such as budgeting, saving, investing, retirement planning, education planning, lending options and fraud prevention in schools and community events. I look forward to continuing these presentations and discussions in the future."
"Never stop learning, because life never stops teaching!" - Unknown”
To learn more or book a presentation, email financial.literacy@synergycu.ca or Charity.Elston@synergycu.ca
Ph: 1-306-500-7610
®CFP is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Kasandra MacKay
Risk & Compliance Analyst
Caroline San Andres
Deposit Support Administrator
Financial Literacy Virtual Rep
Hello! I'm Kasandra MacKay, and I'm passionate about bringing financial literacy to our communities.
Why Financial Literacy Matters:
Financial literacy wasn't emphasized while I was growing up. You learned as you went, and it could be a challenging experience. I'm proud to be part of a team that's changing this narrative. We aim to provide knowledge proactively, so people can be comfortable discussing their finances and have a basic understanding of how things work. This helps you focus on other aspects of your life and reduces stress.
What Drives Me:
I'm motivated by the desire to give back to our communities, where our families live. We want to see our communities thrive, and we believe that financial literacy is a significant way to make that happen.
What Inspires Me:
After every presentation, I feel a deep sense of satisfaction. Knowing that we've helped at least one person in the group, providing them with knowledge they didn't have before, is incredibly rewarding. Engaging conversations that occur during and after these presentations are truly inspiring, making me excited to do more.
Contact me today to learn more about our financial literacy program.
Contact me today to learn more about our financial literacy program.
Ameera Alindogan
RIS
Investment Associate | Synergy Credit Union
Mutual Fund
Investment Specialist | Aviso Wealth
Financial Literacy Co-chair
Cheryl Helmeczi
Banking System Conversion Specialist
"I believe that Life is a long process of learning, that is why I am passionate about financial literacy. My family immigrated in Canada when I was 18 and I was just starting to learn about making financial decisions in a new environment and a new culture. It can be overwhelming, but I have learned to embrace change as an opportunity to grow and learn. I am blessed to be part of Synergy, where financial wellness is a priority. I am grateful for the learning and support I have received, and I have decided to pay it forward by working with the Financial Literacy group. I love helping others to be confident in their financial decisions; confidence that comes from making informed decisions through education."
Learn continually – there’s always “one more thing’ to learn ~ Steve Jobs
"I am thrilled by the opportunity to share my knowledge and education within our communities with the essentials of financial realities such as the importance of the day-to-day living expenses, living within your means, short-term borrowing, and forecasting a long-term budget. Another important topic that is equally important in today’s day is fraud prevention.
Learning these life skills can be one of the most difficult and stressful parts of becoming a grown up. With teenagers and young adults in my own home, I see how unsuspecting and innocent they can be wanting to be independent. I believe with today’s evolving fraud sector; demanding robust and adaptable fraud prevention strategies are also a must life skill that should be learned at any stage of our lives.
Seeing the interactions amongst schoolmates, the expressions on their faces, the Ah-Ha moments, and the anticipation of applying what they’ve learned is so rewarding knowing that we’ve made such an impact on our future generation.
Knowledge gathered through one’s life; financial literacy is the passport to success."
Contact me today to learn more about our financial literacy program.
Financial Literacy for Everyone
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What people are saying about our presentations...
Grade 4 Student on Saving Money Junior Series & Being Safe Online
Grade 4 Teacher on Saving Money Junior Series & Being Safe Online
Teacher on Budgeting Topic
Student on Budgeting
Teacher on Borrowing Money Topic
Student on Giving Money Topic
Student on Spending Money Topic
Teacher on Favourite Moment
Grade 4 Student on Saving Money Junior Series & Being Safe Online
Grade 4 Teacher on Saving Money Junior Series & Being Safe Online
Teacher on Budgeting Topic
Student on Budgeting
Teacher on Borrowing Money Topic
Student on Giving Money Topic
Student on Spending Money Topic
Teacher on Favourite Moment
