Meet the Team

Swift Current

PO Box 1090 Stn Main, 198 1st Ave NE, Swift Current, SK   S9H 3X3

Aleshia Andreas
Aleshia Andreas

QAFP™

Wealth Associate

Innovation Wealth

Karen Bender
Karen Bender

Wealth Associate

Innovation Wealth

Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Aviso Wealth

Chalci Dyck
Chalci Dyck

Wealth Associate

Innovation Wealth

Adriana Hoffman
Adriana Hoffman

B. Comm

Wealth Associate

Innovation Wealth

Chie Magkasi
Chie Magkasi

Digital Wealth Specialist

Aviso Wealth

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Aviso Wealth

Sheldon Reinhart
Sheldon Reinhart

Wealth Advisor

Aviso Wealth

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Aviso Wealth

Roy Schultz
Roy Schultz

Wealth Advisor

Aviso Wealth

Michele White
Michele White

CFP®, RRC®

Financial Planner

Aviso Wealth

North Battleford

PO Box 638, 1202 102nd St, North Battleford, SK   S9A 2Y7

Donnica Bernier
Donnica Bernier

RIS

Digital Wealth Specialist

Aviso Wealth

Shirley Bongosia
Shirley Bongosia

FCUIC

Digital Wealth Specialist

Aviso Wealth

Ivana Erdelji
Ivana Erdelji

Wealth Associate

Innovation Wealth

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Aviso Wealth

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Aviso Wealth

Leanne Head
Leanne Head

Wealth Associate

Innovation Wealth

JoAnne Iverson
JoAnne Iverson

Wealth Protection Specialist

Aviso Insurance Inc.

Aleksandra Maslovski
Aleksandra Maslovski

Wealth Associate

Innovation Wealth

Nicole Melrose
Nicole Melrose

Wealth Specialist

Aviso Wealth

Jonathon Rees
Jonathon Rees

Digital Wealth Specialist

Aviso Wealth

Dana Rissling
Dana Rissling

Wealth Advisor

Aviso Wealth

Meadow Lake

PO Box 1060, 125 Centre St, Meadow Lake, SK   S9X 1Y8

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Aviso Wealth

Saskatoon

#30 3210 Preston Avenue South, Saskatoon, SK   S7T 0Y5

Michael Riel
Michael Riel

Wealth Advisor

Aviso Wealth

Digital Wealth Specialist

PO Box 638, 1202 102nd St, North Battleford, SK S9A 2Y7

Donnica Bernier
Donnica Bernier

RIS

Digital Wealth Specialist

Aviso Wealth

Shirley Bongosia
Shirley Bongosia

FCUIC

Digital Wealth Specialist

Aviso Wealth

Chie Magkasi
Chie Magkasi

Digital Wealth Specialist

Aviso Wealth

Jonathon Rees
Jonathon Rees

Digital Wealth Specialist

Aviso Wealth

Swift Current

PO Box 1090 Stn Main, 198 1st Ave NE, Swift Current, SK   S9H 3X3

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North Battleford

PO Box 638, 1202 102nd St, North Battleford, SK   S9A 2Y7

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Meadow Lake

PO Box 1060, 125 Centre St, Meadow Lake, SK   S9X 1Y8

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Battleford

PO Box 160, 131 22nd Street, Battleford, SK   S0M 0E0

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Buffalo Narrows

PO Box 310, 3 1491 Pederson Ave, Buffalo Narrows, SK   S0M 0J0

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Cabri

PO Box 410, 201 Centre St, Cabri, SK   S0N 0J0

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Cut Knife

PO Box 308, 205 Broad Street, Cut Knife, SK   S0M 0N0

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Eastend

PO Box 369, 304 Redcoat Drive, Eastend, SK   S0N 0T0

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Frontier

PO Box 240, 104 1st Ave W, Frontier, SK   S0N 0W0

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Glaslyn

PO Box 186, 101 Main St, Glaslyn, SK   S0M 0Y0

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Goodsoil

PO Box 88, 101 Main St S, Goodsoil, SK   S0M 1A0

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Gravelbourg

PO Box 90, 403 Main Street N, Gravelbourg, SK   S0H 1X0

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Gull Lake

PO Box 178, 1371 Conrad Avenue, Gull Lake, SK   S0N 1A0

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Hafford

PO Box 338, 16 Main St, Hafford, SK   S0J 1A0

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Hodgeville

PO Box 64, 100 Main St, Hodgeville, SK   S0H 2B0

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Lancer

PO Box 120, 112 Balaclava St, Lancer, SK   S0N 1G0

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Leoville

PO Box 100, 38 Main St, Leoville, SK   S0J 1N0

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Mankota

PO Box 67, 140 3rd St, Mankota, SK   S0H 2W0

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Medstead

PO Box 149, 105 1st Ave, Medstead, SK   S0M 1W0

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Meota

PO Box 249, 300 2nd St, Meota, SK   S0M 1X0

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Pierceland

PO Box 10, 181 Main St, Pierceland, SK   S0M 2K0

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Ponteix

PO Box 388, 237 Centre St, Ponteix, SK   S0N 1Z0

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Saskatoon

#30 3210 Preston Avenue South, Saskatoon, SK   S7T 0Y5

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Shell Lake

PO Box 38, 204 Main St, Shell Lake, SK   S0J 2G0

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Wilkie

PO Box 84, 204 2nd Ave W, Wilkie, SK   S0K 4W0

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Digital Wealth Specialist

PO Box 638, 1202 102nd St, North Battleford, SK S9A 2Y7

Donnica Bernier
Donnica Bernier

RIS

Digital Wealth Specialist

Aviso Wealth

Shirley Bongosia
Shirley Bongosia

FCUIC

Digital Wealth Specialist

Aviso Wealth

Chie Magkasi
Chie Magkasi

Digital Wealth Specialist

Aviso Wealth

Jonathon Rees
Jonathon Rees

Digital Wealth Specialist

Aviso Wealth

Investment Advisor

Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They provide comprehensive investment services, retirement planning and protection strategies that will meet your needs and goals. They can offer a full suite of investment products through our partnership with Aviso Wealth which include stocks, bonds, ETFs, mutual funds and managed accounts.


Scott Cassidy
Scott Cassidy

B.A., CFP®, CIM, RIS

Wealth Advisor

Aviso Wealth

Andy Garvik
Andy Garvik

B. Comm, CIM, FCSI

Wealth Advisor

Aviso Wealth

Michael Riel
Michael Riel

Wealth Advisor

Aviso Wealth

Sheldon Reinhart
Sheldon Reinhart

Wealth Advisor

Aviso Wealth

Dana Rissling
Dana Rissling

Wealth Advisor

Aviso Wealth

Roy Schultz
Roy Schultz

Wealth Advisor

Aviso Wealth

Associate

Our Wealth Associates provide support to the Wealth team while servicing and enhancing your experience with us.

Aleshia Andreas
Aleshia Andreas

QAFP™

Wealth Associate

Innovation Wealth

Karen Bender
Karen Bender

Wealth Associate

Innovation Wealth

Chalci Dyck
Chalci Dyck

Wealth Associate

Innovation Wealth

Ivana Erdelji
Ivana Erdelji

Wealth Associate

Innovation Wealth

Leanne Head
Leanne Head

Wealth Associate

Innovation Wealth

Adriana Hoffman
Adriana Hoffman

B. Comm

Wealth Associate

Innovation Wealth

Aleksandra Maslovski
Aleksandra Maslovski

Wealth Associate

Innovation Wealth

Certified Financial Planner

Life happens and our Financial Planners are here to help you navigate through those life changing events with peace of mind. Our Financial Planners provide a holistic financial plan that includes strategies for retirement, risk management, estate planning and distribution as well as succession planning.

Michele White
Michele White

CFP®, RRC®

Financial Planner

Aviso Wealth

Investment Specialist

Our Wealth Specialists focus on wealth accumulation by providing retirement advice and investment solutions that are tailored to your short, medium and long-term goals. We offer mutual funds from top companies through our partnership with Aviso Wealth.

Hayden Friedrich
Hayden Friedrich

BIB, CFP®, RIS

Wealth Specialist

Aviso Wealth

Nicole Melrose
Nicole Melrose

Wealth Specialist

Aviso Wealth

Paula Munro
Paula Munro

B. Comm, CFP®, FMA, RIS

Wealth Specialist

Aviso Wealth

Karen Rousseaux
Karen Rousseaux

CFP®, RIS

Wealth Specialist

Aviso Wealth

Kirsten Wright
Kirsten Wright

BAFS, QAFP™ , RIS

Wealth Specialist

Aviso Wealth

Digital Wealth Specialist

Our Digital Wealth Specialists focus on providing advice and investment solutions that are tailored to your goals. We are here to conveniently support your needs virtually, over the phone or online. We offer mutual funds from top companies through our partnership with Aviso Wealth.

Donnica Bernier
Donnica Bernier

RIS

Digital Wealth Specialist

Aviso Wealth

Shirley Bongosia
Shirley Bongosia

FCUIC

Digital Wealth Specialist

Aviso Wealth

Chie Magkasi
Chie Magkasi

Digital Wealth Specialist

Aviso Wealth

Jonathon Rees
Jonathon Rees

Digital Wealth Specialist

Aviso Wealth

Select the map pin in your area to find your nearest Innovation Wealth professional, or use the "filter team by" button at the top of the page to view a listing of all team members or staff by specialty.



ACUIC: Associate Credit Union Institute of Canada , B.A.: Bachelor of Arts , BAFS: Bachelor of Applied Financial Services , B. Comm: Bachelor of Commerce , BIB: Bachelor of International Business , CFP: Certified Financial Planner , CIM: Chartered Investment Manager , FCSI: Fellow of the Canadian Securities Institute , FCUIC: Fellow Credit Union Institute of Canada , FMA: Financial Management Advisor , FPSC: Financial Planners Standards Council , FPSC Level 1: Financial Planners Standards Council, Level One , PFP: Personal Financial Planner , QAFP™ : Qualified Associate Financial Planner , RIS: Responsible Investment Specialist , RRC: Registered Retirement Consultant


Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance offers financial planning, life insurance and investments to members of credit unions and their communities. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.