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WEALTH

Our Wealth team is dedicated to enhancing your financial well-being, striving to become the premier choice for authentic financial advisory services in our communities. Our mission is clear: to elevate the financial health of our members and clients through the cultivation of meaningful and trusted relationships.


We go beyond surface-level interactions, delving deep into understanding your unique circumstances and aspirations. By uncovering the whole story, we can pinpoint what truly matters to you. Armed with this knowledge, we offer tailored education and solutions, empowering you to make well-informed financial decisions.


Partner with us today to embark on the journey toward your financial success.


Join us for an informative webinar featuring Aviso Wealth’s tax expert, Doug Carroll!


Owning a family cottage or cabin is more than just having a second home. It's about preserving the legacy and memories that have been passed down from generation to generation. However, along with this joy and nostalgia, there are also various complexities that come with owning such properties. Our upcoming webinar will provide valuable insights and strategies for effectively managing and passing down your retreat to future generations.

Our featured speaker, Doug Carroll, resident tax expert at Aviso Wealth Inc., will guide us through a comprehensive session. In his talk, Doug will outline key topics including capital gains, principal residence planning and trust transfers, helping you navigate these hurdles to protect your family wealth.

Register for this webinar, and don’t miss our on this opportunity to learn, connect and proactively plan for the next generation.

We are proud to host this special event in partnership with Aviso Wealth.


Webinar topic: Cottage and Cabin Succession

Date & Time: Wednesday, June 12, 2024 (two sessions available)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth

Platform: Zoom

Cost: Free!

Hurry to register as space is limited!

Session 1: 9am PT / 10am MT / 12pm ET - Register here

Session 2: 12pm PT/ 1pm MT / 3pm ET - Register here


About the presenter

  • Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
  • He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
  • Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
  • He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.
*Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.




Introducing the Synergy Wealth Team

Financial Advisors

Our devoted team of financial experts is here to tailor a collaborative approach to grow and safeguard your wealth. With our expertise, experience, and specialized tools, we are dedicated to helping you achieve your financial objectives. Whether you're reevaluating your investment strategy or seeking a comprehensive portfolio review, we're ready to assist.

To get better acquainted with each expert, simply click or tap on their image below.


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


Jason Rindfliesch

CFP®, RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth

Jason Topolnisky

CFP®, RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth

Jeanette Sherling

FCUIC, RIS
Manager of Wealth Services
Synergy Credit Union
Financial Advisor
Aviso Wealth

Doyle Elliott

CFP®, RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth

Charity Elston

CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union
Aviso Wealth
FSA Learning Lead
Synergy Credit Union

Amberle Benoit

RIS
Financial Advisor
Synergy Credit Union
Aviso Wealth

Danielle Hollingshead

CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Aviso Wealth

Ameera Alindogan

RIS
Financial Advisor
New Community Branch
Synergy Credit Union
Aviso Wealth









Senior Investment Advisors & Insurance Specialists

The team at Aviso Wealth and Aviso Insurance is here to customize a collaborative approach that nurtures and protects your wealth. Drawing upon our expertise, experience, and specialized tools, our commitment is to help you attain your financial goals. Whether you're reevaluating your investment strategy or looking for a comprehensive portfolio review, we stand ready to provide assistance.

To become better acquainted with each of our experts, just click or tap on their image below.


Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Deanna Amos

B. Comm, CFP®, RIS
Senior Wealth Advisor | Aviso Wealth
Insurance Specialist | Aviso Insurance Inc.

Leanne Arden

CFP®, CLU®, CIM®, FCSI®, RIS, EPC
Senior Wealth Advisor | Aviso Wealth
Aviso Insurance Supervisor &
Insurance Specialist | Aviso Insurance Inc.

Thomas Stangowitz

BA, CFP®, RIS
Senior Wealth Advisor | Aviso Wealth
Insurance Specialist | Aviso Insurance Inc.

Zachary Billingsley

RIS
Associate Advisor | Aviso Wealth
Coordinator | Aviso Insurance Inc.

Emily Meyer

B.Comm, CFP®, RIS
Senior Wealth Advisor,
Aviso Wealth
Insurance Representative,
Aviso Insurance Inc.

Ashley Brick

Coordinator
Aviso Wealth | Aviso Insurance Inc.

family having fun at the beach

Personal Wealth

A financial plan can increase your wealth, but did you know it can also make you happier? People who work with a professional advisor to put a financial plan in place have higher emotional well-being.
Woman planning in the shop

Business & Ag Wealth

When you own a business or ag operation, you live a 24/7 commitment to building a sustainable future. We can take up some of the load with local, expert advice and financial planning tools tailored to the needs of your business.
Couple meeting with a financial advisor

Unlock Financial Freedom with our Money Management Tips

Discover the path to financial well-being with our expert tips and advice. We're dedicated to helping you set goals, stay on track, and master your spending habits. Take control of your financial future today!



Holistic planning wheel



Holistic Planning with Wealth Goals

The holistic wealth process is a personalized journey that keeps the focus on you throughout each stage. Working together, we will uncover what is most important to you and create an overall financial picture that ensures the wellbeing of you and your loved ones. We recognize that you and your situation are unique, and we incorporate this into every decision-at every stage-of your journey. The strategies we develop and the recommendations we provide will always reinforce our common goal: your wellbeing.

Estate Planning

We guide you through the organization of your estate and the establishment of your legacy. We identify strategies that will help protect your wealth during your lifetime and that will successfully transition this wealth to your beneficiaries when the time comes.

Tax Planning

We help you determine your current and future tax obligations so that we can recommend strategies that will minimize or defer taxation on personal and/or business income.

Insurance Planning

The experts at Aviso Insurance Inc. identify strategies that will protect your loved ones, wellbeing and quality of life-things that are important to you-in an effort to minimize the financial impact of loss, injury or illness.
*Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.

Financial Planning

We look at your current and projected cash flows to define your financial picture. We then incorporate planning around your net worth, your budget and the management of your debt, establishing a roadmap for the future.

Retirement Planning

We help you design a plan that not only balances living and saving comfortably now, but also achieves your desired retirement lifestyle. We work with you through every stage of the retirement process, evolving your plan over time and ensuring it adapts to changing circumstances.

Investment Planning

We focus on finding investment solutions that will serve as a link between your current financial situation and your articulated goals and objectives.

Planning & Productivity Tools

Benefits of consolidating your investments
Lower fees, less duplication, better diversification, and new investment opportunities – this sounds pretty good, and doesn’t have to be just a dream. A Synergy Wealth expert can guide you through the benefits of consolidating investments.
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