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Joshua Froese
CFP® - Insurance and Investment Advisor
Aviso Wealth
Aviso Insurance Inc.
Firdows Sherzoi
CFP® - Insurance and Investment Advisor
Aviso Wealth
Aviso Insurance Inc.
Charlene Fitkowsky
FMA, FCSI, RIS - Insurance Specialist and Wealth Advisor
Aviso Wealth
Aviso Insurance Inc.
Cheryl Kirschman
RIS - Insurance and Investment Advisor
Aviso Wealth
Aviso Insurance Inc.
Josh's unique approach to financial planning sets him apart. He believes in holistic planning, focusing on investments, and considering all aspects of the member's life to create a plan that aligns with their goals
Areas of expertise: Advice and Planning (Mutual Funds, Stocks, Bonds, & ETFs), Retirement Planning, Tax Planning, Insurance and Estate Planning
Credentials: Certified Financial Planner® (CFP®), Canadian Securities Course, Wealth Management Essentials, Bachelor of Commerce (Honours) Degree
Spoken Languages: English
As a Certified Financial Planner, Firdows provides in-depth financial planning and advice tailored to the needs and goals of each individual member and their families, while ensuring they are receiving the highest-level customer service.
Firdows builds on establishing trusted relationships with his members. His goals are to see their goals met by providing the right advice and implementing a plan which will get them ahead.
Areas of expertise: Advice and Planning (Mutal Funds, Stocks, Bonds, & EFTs), Retirement Planning, Tax Planning, Insurance and Estate Planning
Credentials: Certified Financial Planner (CFP®), Canadian Securities Course
Spoken languages: English, Persian
Charlene’s career began in 1987, having worked a variety of roles in the industry, eventually landing and settling in the credit union system. Before taking on her role in Wealth Management, Charlene was the inaugural Manager of our Pinawa branch, taking it from infancy to success.
In her role today, Charlene’s approach is to keep it simple, put herself in her member’s shoes, and help them take the time to truly understand their finances. Simply put, Charlene loves helping people reach their goals and guide them through life changes, like marriage and raising a family.
Areas of expertise: Mutual Funds
Credentials: Financial Management Advisor (FMA), Fellow of Canadian Securities Institute (FCSI®), Responsible Investment Specialist (RIS)
Spoken languages: English
Cheryl has worked in the financial industry since 2006. She is currently an Investment Advisor at Aviso Wealth and has been helping credit union members with their full-service investing needs for many years.
While Cheryl’s main goal is to help members lower their anxiety and stress around money and their financial future, her expertise and focus is broad, having a wide range of knowledge in the areas of financial literacy, retirement and estate planning, registered plans, investment advice, and pension transfers. Cheryl’s favourite part of her job is hearing her clients say: “I feel so much better about my finances now!”
Areas of expertise: Financial Literacy, Retirement Planning, Estate Planning, Pension Transfers, RRSP/RRIFs, TFSAs, RESPs, RDSPs, & Investment Advice (Mutual Funds, Stocks, Bonds, & ETFs)
Credentials: Certificate in Financial Services Advice (CFSA), Responsible Investment Specialist (RIS)
Spoken languages: English
