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Introducing our Wealth Team, your trusted partner in financial wellness
We are dedicated to being your first choice for authentic financial advisory services in the communities we serve. Our mission is clear: to enhance your financial health through trusted relationships and personalized solutions.
Join our Wealth team on a journey to grow your wealth and enhance your financial well-being. We dive deep into your unique situation and dreams, understanding what truly matters to you. With this insight, we provide customized education and strategies, empowering you to make informed financial decisions.
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Planning for your future?
Join us for a 60-minute webinar with tax expert Doug Carroll. In PART TWO of our series, Doug will share the process of organizing your financial plan and preparing for the different phases of life. Don’t miss this opportunity to set a solid foundation for your financial future.
Webinar topic: Journey into financial planning – Part TWO: Managing money-me
Date & Time: Wednesday, June 4, 2025 (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.
Ameera Alindogan
RIS
Investment Associate
Synergy Credit Union
Mutual Fund
Investment Specialist
Aviso Wealth
Investment Specialist
Kim Rody
RIS
Investment Associate
Synergy Credit Union
Mutual Fund
Investment Specialist
Aviso Wealth
Investment Specialist
Investment Specialist
My role as an advisor is to help and provide our members with wealth planning and honest advice. It involves understanding their short-term and long-term goals and setting up a plan. I work with people from all walks of life, whether a member or non-member who is new to investing or those working towards their retirement. What I love about my role is the opportunity to build relationships beyond banking, helping members and being part of their lives.
Credentials/Education highlights:
Canadian Investment Funds Course
Responsible Investment Specialist (RIS)
Personal highlights:
I love working with people, building relationships, and getting to know them personally. I am passionate about learning and giving back to the community through volunteer opportunities and outreach.
I can assist you with:
- Investment planning
- Financial goal planning
- Retirement planning
- Estate planning
- Tax planning
Ph: 1-306-500-6874
Investment Specialist
I enjoy taking the time to get to know our members and offering various options to meet their financial needs. By helping them start their savings and reach their financial goals through a holistic plan, I strive to be with them every step of the way, ensuring we get the plan back on track when life happens.
Credentials/Education:
Canadian Investment Funds Course
Responsible Investment Specialist (RIS)
Personal highlights:
I have been in the financial industry since 2012 and have enjoyed helping members with their financial needs. Outside of work, I am busy with my growing family and taking care of the home. I also enjoy attending events within the community with my youngest child.
- Investment planning
- Financial goal planning
- Retirement planning
- Estate planning
- Tax planning
Email: Kim.Rody@synergycu.ca
Ph: 1-306-500-5105
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
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
VP, Wealth Management
Synergy Credit Union
Financial Advisor
Synergy Credit Union | Aviso Wealth
I enjoy sitting down with our members to help determine and understand their short- and long-term goals. The most powerful tool to help guide you to those goals is to have a plan in place. Being able to help families sort through the different financial aspects while providing them with a visual strategy of how we can create that pathway to make their dreams and goals a reality is very much a passion of mine!
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Personal highlights:
I love watching and playing sports, volunteering for my girls sporting activities and also being outside.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Group RRSP
Ph: 1-306-500-2232
I aim to provide holistic financial planning and investment advice that helps members meet their life goals and dreams—providing them with financial plans and financial products that work best.
Credentials/Education highlights:
- Certified Financial Planner® (CFP)
- Responsible Investment Specialist (RIS)
- Bachelor of Education from the University of Alberta
Personal highlights:
I graduated from the University of Alberta with a Bachelor of Education. I worked previously as a Branch Manager with Enterprise Rent A Car, a Financial Consultant with Investors Group, and an Investment Specialist with Servus Credit Union, where I provided complete financial advice to my clients. I joined the Synergy Wealth team in November 2020.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Group RRSP
Ph: 1-306-500-6821
I manage a team of professionals that work with members looking for personalized, expert investment and wealth management advice. They provide education, customized solutions and make recommendations so members can make sound financial decisions.
For us, true success is providing strategies and solutions to issues members hadn’t anticipated.
I have been part of the credit union system for 27 years and have been with Synergy Credit Union since 2010. My experience includes finance, investments, leadership and management. Away from work, I participate in community events that Synergy sponsors, such as Agri-Visions, Health Foundation Gala, Meals on Wheels, and various other events.
- Fellowship of the Credit Union Institute of Canada (FCUIC)
- Branch Compliance Officer's Course (BCO)
- Responsible Investment Specialist (RIS)
Ph: 1-306-500-3070
Charity Elston
CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union | Aviso Wealth
FSA Learning Lead
Synergy Credit Union
My name is Charity Elston, I am a Financial Advisor and FSA Learning Lead with Synergy Credit Union, in the Macklin branch.
True success is helping people understand their finances so they can make educated decisions about their future. As a teacher, I educate internal and external members on various financial products and how they may be used as tools to achieve their goals. Along the way, I highlight solutions and strategies for issues they may have yet to anticipate. Together we put a plan in place to achieve short and long-term goals. To ensure that I can provide the best advice, I continually seek ways to increase my knowledge. In short, I teach people about money, and I would love to work with you!
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Registered Retirement Consultant (RRC)
Responsible Investment Specialist (RIS)
Advanced Certificate in 3H Financial Planning
Personal highlights:
I enjoy volunteering with Meals on Wheels and Synergy Financial Literacy.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Group RRSP
Ph: 1-306-500-7610
Amberle Benoit
RIS
Financial Advisor
Synergy Credit Union | Aviso Wealth
Danielle Hollingshead
CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Synergy Credit Union | Aviso Wealth
Canadian Investment Funds Course
Responsible Investment Specialist (RIS)
Away from work I have many passions. Local to the Marsden area but my family is also proud to call Jumbo Beach Saskatchewan home. I believe volunteerism is essential to keeping our rural communities vital. It is my honour to participate in our local Seniors Housing Authority and am an active member of our local minor hockey association. My many roles in life give me a diverse perspective of how individual plans need to be.
- Investment planning
- Financial goal planning
- Retirement planning
- Estate planning
- Tax planning
- Group RRSP
I lead a team of passionate Financial Advisors in a variety of locations to provide financial advice that is holistic, transparent, and accessible in the communities they call home. I am dedicated to sharing the value of financial education and advice so that our members can feel empowered when making decisions about their money, reduce the negative impacts of money related stress, and sleep well at night knowing their advisor has their best interests at heart.
Credentials/Education highlights:
Certified Financial Planner® (CFP)
Responsible Investment Specialist (RIS)
Personal highlights:
Outside of work, I can be found chasing my two children and volunteering as the president of the Maidstone Museum Board. I enjoy caring for my chickens, crocheting and finding new adventures to share with my family.
Ph: 1-306-500-9122
Danielle Hollingshead, CFP RIS | LinkedIn
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.
Insurance Specialist
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.
Aviso Insurance Inc.
My purpose is to understand what’s essential to our community members and positively influence their decisions regarding their wealth. I work with farm families, business owners, and those that are nearing or at retirement. A holistic financial plan supports our strategies to best grow, spend, protect and transfer wealth.
Credentials/Education highlights:
Bachelor of Commerce
Certified Financial Planner® (CFP)
Dealing with High-Net-Worth Clients Program
Responsible Investment Specialist (RIS)
Personal highlights:
I'm married with two boys and am a volunteer on the Lloydminster Minor Hockey Association board. My family enjoys spending time at our property at Jackfish Lake, SK, and my family farm in south central Saskatchewan.
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Ph: 1-306-825-8118
Insurance Specialist
I work with individuals who are nearing or are already in retirement and are looking to enjoy it and not worry about the financial stuff. Financial success means something different for everyone; that's why I incorporate investment portfolios, cash flow and income analysis, retirement and estate needs into what is most important to my clients when developing a holistic financial plan.
Credentials/Education highlights:
Fellow of the Canadian Securities Institute (FCSI)
Chartered Investment Manager (CIM)
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Certified Health Insurance Specialist (CHS)
Responsible Investment Specialist (RIS)
Elder Planning Care (EPC)
Personal highlights:
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
I specialize in helping those who are in or near retirement get the most out of their retirement years. I provide financial planning in an informative and fun manner. It is essential to work with an advisor you trust and who you enjoy working with.
Credentials/Education highlights:
Responsible Investment Specialist (RIS)
Personal highlights:
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Aviso Insurance Inc.
My purpose is to bridge the gap between information and understanding so that I can positively influence your decision making when it comes to your financial health. I aim to leverage my ability to connect with people from all walks of life into successful client relationships.
Credentials/Education highlights:
Personal highlights:
Emily Meyer
B.Comm, CFP®, RIS
Senior Wealth Advisor
Aviso Wealth
Insurance Specialist
Aviso Insurance Inc.
Ashley Brick
Coordinator
Aviso Insurance Inc.
Working with me means that I will help improve the way you save and withdraw your money. I provide a roadmap showing what your hard-earned money will look like over time and present strategies to make your estate settlement as easy as possible for your family once you're gone. I help you plan for the unexpected while making goals for a great future.
Credentials/Education highlights:
- Bachelor of Commerce (BComm)
- Certified Financial Planner® (CFP)
- Responsible Investment Specialist (RIS)
I can assist you with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Member inquiries
- Appointment booking
Steve Preston
PFP®, RIS
Senior Wealth Advisor
Aviso Wealth
Insurance Specialist
Aviso Insurance Inc.
With over 30 years of Financial Services experience, I help people formulate and execute financial plans that reflect what matters to them most.
Whether it be planning based around Investments, Insurance, Estates, Taxes, Retirement or a combination of the above, I can help you plan a route forward.
Over the years I have developed and refined a process focused on stewardship, guidance and, where needed, education. While many focus primarily on products, I believe they are simply tools to get the job done. As such, it is important that any product serves your goals and not itself.
Credentials/Education:
- Personal Financial Planner® (PFP)
- Responsible Investment Specialist (RIS)
Personal highlights:
When I’m not working, you may find my wife and I exploring backroads, off-roading or at car shows in our Jeep.
I can help clients with:
- Investment planning
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Email: spreston@avisoinsurance.ca
Ph: 1-306-500-6762
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