Synergy CU Preloader 80X80
SIGN IN
JOIN US SIGN IN

WEALTH

  1. WEALTH

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.

Start your journey to financial success with us today. Learn how to grow your wealth and secure your future.

Investment Associates

Our Investment Associates help you begin your wealth journey with personalized financial education and advice, setting goals, and building a strong financial foundation.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Learn more about the team

Financial Advisors

Our Financial Advisors offer holistic planning services to help you balance short-term goals with future retirement plans.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Learn more about the team

Senior Wealth Advisors

Our partners at Aviso Wealth offer customized investment advice and financial planning services for high-net-worth clients.

*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.

Learn more about the team

Insurance Specialists

Our partners at Aviso Insurance Inc. help families and businesses safeguard their financial future by assessing needs and recommending appropriate insurance strategies.

*Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Learn more about the team

Quick Links to Content

Retirement 60X60
Personal Wealth
Business Orange 60X60
Business & Ag Wealth
Idea 60X60
Wealth Advice Series
Puzzle 60X60
Holistic Planning
Tools Orange 60X60
Planning Tools
Calendarbooking 60X60
Book an Appointment

Investment Associates

Our Investment Associates on the Wealth Connect Desk provide financial education and investment advice to individuals and families looking to begin their wealth accumulation journey. They’ll take a look at your current financial situation, help you set appropriate goals, and build your financial foundation. They’ll help you create wealth using professionally managed investment solutions that align with life’s milestones, from your very first “real job” and beyond.

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.


Back to top

Ameera Alindogan

RIS
Investment Associate
Synergy Credit Union

Mutual Fund
Investment Specialist
Aviso Wealth

Kim Rody

RIS
Investment Associate
Synergy Credit Union

Mutual Fund
Investment Specialist
Aviso Wealth










Financial Advisors

Our Financial Advisor team provides holistic financial planning services to individuals and families in their mid-stages of wealth accumulation to balance short term goals and their future retirement lifestyle. They help manage and grow your existing wealth with professionally managed investment solutions that fit your unique goals and needs.

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.


Back to top


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 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

Email: Jason.Topolnisky@synergycu.ca
Ph: 1-306-500-6821

®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.


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.


Credentials/Education highlights:
  • Fellowship of the Credit Union Institute of Canada (FCUIC)
  • Branch Compliance Officer's Course (BCO)
  • Responsible Investment Specialist (RIS)

Email: Jeanette.Sherling@synergycu.ca
Ph: 1-306-500-3070

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

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
Synergy Credit Union | Aviso Wealth








Senior Wealth Advisors & Insurance Specialists

Our partner team at Aviso Wealth customizes investment advice and financial planning services to individuals and families, typically targeting high-net-worth clients. They help you manage and grow your wealth through tailored strategies that will provide financial freedom and preserve your legacy.

Our partner team at Aviso Insurance Inc. plays a crucial role in helping families and businesses safeguard their financial future by assessing their needs and recommending appropriate insurance strategies. They ensure that you have adequate coverage to protect against events like death, illness and disability.

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 Specialist
Aviso Insurance Inc.

Ashley Brick

Coordinator
Aviso Insurance Inc.

Steve Preston

PFP®, RIS
Senior Wealth Advisor
Aviso Wealth

Insurance Specialist
Aviso Insurance Inc.




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.
Estate Planning 101

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.
Insurance checkup

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.
A look at the whole picture

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.
It's never too late to start

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.
When to RRSP vs. TFSA

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.
BOOK AN APPOINTMENT

You may also be interested in:

Graph 60X60
Retirement Calculator
Retirement 60X60
Retirement Income Fund Calculator
Calculator Blue 60X60
Education Savings Calculator
Experts 60X60
Meet our Experts
Blog Coffemug
Advice Centre
Question Blue 60X60
Help Centre
Synergy Credit Union uses cookies to improve your experience on our website. By continuing to browse the site you are agreeing to our use of cookies. You can find more information on our use of cookies here.