Our Wealth and Investment team
Get a fresh perspective on your financial future
For the Niagara region:
John Fraone, CFP®, RIS
Senior Wealth Advisor
Aviso Wealth
Kyle Truan-Olsen, RIS, CIM®
Senior Wealth Advisor
Aviso Wealth
For the Hamilton & Halton regions:
Larry Boyle, QAFP®, RRC, RIS
Senior Wealth Advisor
Aviso Wealth
Andrew Ostasz, RIS
Senior Wealth Advisor
Aviso Wealth
Yvonne Delry, PFP®, RIS
Investment Specialist
Aviso Wealth
Patricia Passmore, RIS
Investment Specialist
Aviso Wealth
For Southwestern Ontario:
Tyler Reiner, RIS
Investment Specialist
Aviso Wealth
Julie Shackelton, RIS
Investment Specialist
Aviso Wealth
Blake Moore, Chartered Financial Planner®, RIS
Investment Specialist
Aviso Wealth
Wealth Connect (supporting all regions):
Taylor Alber, RIS
Wealth Associate
Aviso Wealth
Aidan Arsenio-Corlis, RIS
Wealth Associate
Aviso Wealth
Wealth Team Assistants:
Margaret Mazurkewicz, RIS
Investment Advisor Assistant
Aviso Wealth
Alex Hugli
Investment Advisor Assistant
Aviso Wealth
Wealth Team Leaders
Michael Butler
Vice President, Wealth Management
FirstOntario Credit Union
Teresa Reid-Clare, CFP®, RIS
Director, Wealth
FirstOntario Credit Union
Investment Specialist
Aviso Wealth
Carey Kominetsky, RIS
Manager, Wealth Compliance and Operations
FirstOntario Credit Union
Branch Compliance Manager
Aviso Wealth
Ready to grow your savings?
Our Wealth Connect team can connect you directly with an advisor near you.
John Fraone, CFP®, RIS
Senior Wealth Advisor
FirstOntario Credit Union
Aviso Wealth
I am a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience in the financial services industry. I recognize that each client has individual needs and I dedicate myself to understanding those needs; providing advice and knowledge to help achieve their goals. I have had the pleasure of working with a variety of people, including generations of the same family, to help guide their financial lives through to retirement and beyond.
I pride myself in developing long-lasting relationships with my clients based on trust, communication, confidentiality, and integrity. My holistic approach to developing solid financial strategies for individuals and families is based on our in-depth conversations and my informed understanding of what is important to you.
My wife and I have two children that we are proudly raising in Niagara.
Member testimonial
“John’s investment strategy has really paid off for us. We are very well positioned in our retirement years, and we are so grateful for John’s expertise. We couldn’t be happier with our decision to work with him.”
– Nancy & Robert D., St. Catharines, ON
Kyle Truan-Olsen, RIS, CIM®
Senior Wealth Advisor
FirstOntario Credit Union
Aviso Wealth
No matter your age, goals, or stage of life, you deserve clear, trustworthy financial guidance. I believe great advice starts with truly understanding what matters most to you. By taking the time to learn about your aspirations, concerns, and priorities, I’m able to build a customized investment plan that reflects your unique vision for the future.
With more than a decade of experience in Wealth Management, I bring both technical expertise and a collaborative, client-first approach to every relationship. I hold a Business Communications degree (Hons), Responsible Investment Specialist (RIS) certification, and the Chartered Investment Manager (CIM®) designation, all of which enable me to deliver deeper insights and more sophisticated planning strategies. As your advisor, I have access to a wide range of investment solutions to help you grow, protect, and manage your wealth with confidence.
I take great pride in seeing our members achieve their goals, whether it’s building financial security, planning for retirement, or creating a lasting legacy. Helping people make informed, empowered financial decisions is truly the most rewarding part of my work.
My family and I are proud to call the Niagara Region home. We love taking part in local events, supporting community initiatives, and enjoying everything this incredible area has to offer. Outside the office, you’ll often find me spending time with my family and our dog Tucker, or staying active outdoors.
Member testimonial
“Kyle is informative and very professional, always going the extra mile to help out in any way he can.”
– Sean G., Stoney Creek, ON
Larry Boyle, QAFP®, RRC, RIS
Senior Wealth Advisor
FirstOntario Credit Union
Aviso Wealth
As a Senior Wealth Advisor,I am passionate about helping my clients develop their financial roadmap by listening, asking questions and getting to know and understand their financial goals; whatever they may be.
I have been in an advisory role since 2012 and hold several designations, including Responsible Investment Specialist (RIS), Registered Retirement Consultant (RRC) and Qualified Associate Financial Planner® (QAFP®). Currently, I am working on my CERTIFIED FINANCIAL PLANNER® designation. I am also a proud graduate of the Financial Services and Business Foundations programs at Mohawk College.
When not in the office, you will probably find me walking my dog George, playing hockey, or golfing. As a born and raised Hamiltonian, I enjoy checking out new and exciting events and restaurants in the city with my partner Anna.
Member testimonial
“Larry’s assistance organizing our funds was invaluable and enabled us to purchase our current home. He makes us feel comfortable when discussing our finances and is always available if we have any concerns or questions. We feel our money is safe in his good hands.”
– John & Bette S., Stoney Creek, ON
Andrew Ostasz, RIS
Senior Wealth Advisor
FirstOntario Credit Union
Aviso Wealth
As a Senior Wealth Advisor at FirstOntario Credit Union and Aviso Wealth, I work with families and individuals to provide professional, comprehensive investment and retirement planning aimed at achieving their short and long-term goals. Whether you’re trying to grow or preserve your wealth, I’ll work with you to develop a customized plan – one that puts your needs and priorities first. I’ll be your guide to ensure you always stay on track.
The cornerstone of my work is the personal level of service I offer, combined with my expertise in developing disciplined investment strategies that respect your risk tolerance. With over 10 years of experience in the wealth management industry, I strive to build long-lasting relationships rooted in trust and client service.
In my spare time I enjoy playing golf, basketball and spending time with family.
Member testimonial
“As everyone can attest, the past several years have been very worrisome with the pandemic and world unrest, and the effects of this on the market and economy, but Andrew has been able to navigate these troubled waters with a steady hand, keeping my mind at ease and my finances on the rise.”
– Tom M., Simcoe, ON
Yvonne Delry, PFP®, RIS
Investment Specialist
FirstOntario Credit Union
Aviso Wealth
My aim as a Financial Planner is to understand each of my members’ distinct personal circumstances and recognize what is important to them and their family. Appreciating each person’s uniqueness is essential when assisting them to reach their financial goals. My Personal Financial Planner® (PFP®) and Responsible Investment Specialist (RIS) designations, coupled with over 35 years of experience in the financial industry, provide me with the expertise to guide you through all your life stages.
I am also the proud host of Wealth Wednesday, a segment on Hamilton’s CHCH TV Morning Live, which features different topics designed to help viewers plan for their financial future.
I believe in building a better community; this can only be achieved by actively participating in local organizations and charities. It’s for this reason that I am involved with events and initiatives that benefit Hamilton’s Juravinski Hospital. Together with FirstOntario Credit Union, I also partner with Apprenticeship Community Involvement (ACI) in Mount Hope to provide practical support and financial literacy to the students.
When I’m not working, you are likely to find me hiking with my dog Bowzer or at the arena cheering on my two favourite players, my children.
Member testimonial
“Working with Yvonne Delry has been a game changer for my financial future. Before I started working with her, I felt overwhelmed and uncertain about my future as retirement was in the near future. She took the time to understand my goals, risk tolerance and financial situation. Thanks to her advice I was able to transition into retirement.”
– Nancy B., Hamilton, ON
Patricia Passmore, RIS
Investment Specialist
FirstOntario Credit Union
Aviso Wealth
I bring over 15 years’ experience in helping families and individuals reach their financial goals and aspirations. No matter your career or life stage, it is my goal to help you develop a sound plan tailored to your specific needs.
When thinking about your current financial situation, do you ask yourself the following questions?
Will I have enough to retire on? Have I saved enough for a down payment on a home? How can I best save for my children’s education? If I have debt, how best should I manage it?
It is never too early or too late to start planning for your financial success.
Reach out and let’s start the conversation.
Member testimonial
“Patti has listened to my financial goals and has given me excellent investment advice to help achieve them.”
– Ray C., Burlington, ON
Tyler Reiner, RIS
Investment Specialist
FirstOntario Credit Union
Aviso Wealth
My passion is helping people achieve their financial goals and plan for the future. I use my knowledge and experience to guide clients in making investment decisions while delivering a great member experience.
Before joining FirstOntario Credit Union and Aviso Wealth, I worked in progressive roles where I gained a breadth of knowledge that I use to empower my clients.
A committed team player, I attended Minot State University on a baseball scholarship and earned a bachelor’s degree in accounting and finance with honours. I am a sports enthusiast and enjoy playing baseball, hockey and golf in my free time.
Member testimonial
“Thanks to Tyler’s guidance, I now have a clear financial plan that I feel very comfortable with. I recommend Tyler to anyone looking for a wealth advisor who not only has expertise, but also the interpersonal skills to make financial discussions approachable and engaging.”
– Michael A.
Julie Shackelton, RIS
Investment Specialist
FirstOntario Credit Union
Aviso Wealth
I enjoy helping our members reach their financial goals and dreams by offering sound advice. My priority is understanding you, your family, and what matters most on your financial journey. I strive to earn each member’s trust so they feel confident seeking my guidance when they have questions or an important decision to make.
I have been a financial professional for over 15 years, with 10 of those dedicated to serving FirstOntario branches. I’ve supported our members with their lending, investing, and daily banking requirements - often referring them to our internal partners. I take pride in finding the best solution for each member through thoughtful conversations and questions aimed at understanding their current and evolving needs.
As a Western University graduate, I earned a bachelor’s degree in psychology and criminology. In my spare time, I enjoy quality time with my family, our pets, and experiencing fun adventures. I’m a true country girl at heart and always try to look on the bright side of life.
Member testimonial
“Julie is kind and personable, and wants to make sure that I understand exactly what is happening. I am very new to investing. Julie explains things thoroughly and helps me make informed decisions.”
– Gayle S., Woodstock, ON
Blake Moore, Chartered Financial Planner®, RIS
Investment Specialist
FirstOntario Credit Union
Aviso Wealth
I am passionate about helping my clients reach their financial goals and objectives. Everyone’s situation is different – I aim to get to know my clients so I can best serve them.
As a CHARTERED FINANCIAL PLANNER®, my greatest pleasure is providing advice to help my clients reach their financial goals. I am a proud graduate of the Business Administration – Financial Planning program at Conestoga College, and have also achieved my Responsible Investment Specialist (RIS) designation.
My partner and I were both born and raised in Woodstock. We have a dog and a young son. In my free time, I enjoy sports and time with my family and friends.
Member testimonial
“Blake works with me to figure out the best solutions for me, making me feel like part of the process, instead of just telling me what to do. He makes me feel heard and like my opinion matters.”
– Walter K., Straffordville, ON
Taylor Alber, RIS
Wealth Associate
FirstOntario Credit Union
Aviso Wealth
As a dedicated Wealth Associate with the FirstOntario Wealth Connect team and Aviso Wealth, I bring a unique blend of international perspective and academic excellence to the table. With a Business Administration Honours Degree under my belt, I have honed my analytical skills and financial acumen to provide clients with insightful and strategic advice.
My transformative experience studying abroad in Germany has equipped me with a global mindset, allowing me to navigate diverse financial landscapes. I pride myself on delivering personalized solutions that align with your individual goals and values. With a commitment to continuous learning and staying abreast of market trends, I am dedicated to empowering clients to make informed financial decisions that pave the way for long-term success.
When I’m not working, I enjoy cooking, fitness, and I have a love of animals.
Member testimonial
“Taylor is an excellent advisor who gets to know her clients and understand their needs. While offering superb advice, she also respects her clients’ decisions.”
– Kathryn A., Grimsby, ON
Aidan Arsenio-Corlis, RIS
Wealth Associate
FirstOntario Credit Union
Aviso Wealth
With several years of experience in client service, I am deeply committed to fostering enduring relationships with clients. I strive to utilize my extensive knowledge to help ensure each one has a secure and prosperous future by constructing and effectively managing their financial portfolios.
As a Brock University graduate with a Professional Financial Services diploma from Fanshawe, I’m currently working towards the Responsible Investment Specialist (RIS) designation.
In my free time, I often volunteer in the community and give back when I can. I’m also an avid reader with a passion for learning. I enjoy spending time outdoors, and you can regularly find me walking the trails with my partner and our dog.
1-800-616-8878 ext. 1700
Aidan.Arsenio-Corlis@FirstOntario.com
Member testimonial
“Aidan takes the time and effort to find the best options for our situation and explains everything that is available. I trust Aidan to help with my financial decisions and know that he is looking out for the best interests of me and my entire family.”
– Ray W., Welland, ON
Margaret Mazurkewicz, RIS
Investment Advisor Assistant
FirstOntario Credit Union
Aviso Wealth
Margaret is a wealth assistant for the Niagara Region. She has been with FirstOntario Credit Union for over 30 years, with more than half of that time working in Investments. Margaret has a wealth of knowledge in the investment industry and knows firsthand that members’ needs and financial well-being come first. Margaret is a Graduate of Niagara College, holding diplomas in General Arts and Science, majoring in Account and Data Processing.
When Margaret is not working, she enjoys spending time at home with family and her dogs, gardening and being outside in her pool.
1-800-616-8878 ext. 1706
Margaret.Mazurkewicz@FirstOntario.com
Alex Hugli
Investment Advisor Assistant
FirstOntario Credit Union
Aviso Wealth
Alex is an Investment Advisor Assistant serving our Hamilton region and surrounding area. He has been with FirstOntario Credit Union for over two years and comes from a diverse background of customer service and sales roles. Alex continues to grow his knowledge of investments while bringing top-class service to our members. Alex is a graduate of Niagara College, holding a bachelor’s degree in business.
When Alex is not working, he enjoys spending time at home with his family, dog, and playing a variety of sports.
Michael Butler
Vice President, Wealth Management
FirstOntario Credit Union
Vice President of Wealth Management, Michael Butler oversees FirstOntario’s wealth management division. With over 35 years of senior executive experience in the private equity, renewable energy and financial services, he is known for executing growth strategies and building business capability.
Michael’s past achievements include co-founding one of Canada’s fastest-growing mutual fund companies, Northwest Mutual Funds, merging it with The Ethical Funds Company, building this into NEI Investments and leading the wealth division at another credit union.
He also co-founded the private equity firm, Genesis Capital, which was later developed into Focused Energy Solutions Canada, a company recognized within the Golden Horseshoe as a leader in energy conservation.
Michael is an experienced board director, having chaired two independent review committees. He has been a board member and an audit committee member for both a non-profit and publicly listed company, as well as for multiple private companies and associations.
He is an avid skier and sports enthusiast. Married to his long-time love, Janet. They have two children together.
Teresa Reid-Clare, CFP®, RIS
Director, Wealth
FirstOntario Credit Union
Investment Specialist
Aviso Wealth
As Director of Wealth at FirstOntario, Teresa holds a crucial role within our leadership team. She guides us towards our strategic objectives by leveraging her extensive wealth management experience. With over 15 years in the industry, Teresa has played pivotal roles in branch management, compliance, and investment advisement at respected Canadian firms. As a result of her understanding of key industry nuances, she is able to provide valuable direction to the team.
Teresa directly oversees FirstOntario Wealth Connect, a centralized advisory team that works in partnership with Aviso Wealth and is committed to promptly and seamlessly addressing members’ investment needs. She focuses on operational efficiency and enhancing member service to ensure an unparalleled experience.
Responsible for advisor development, Teresa promotes a culture of continuous learning and professional development within the wealth management team. Through mentorship, training, and opportunities for career growth, wealth advisors are empowered to deliver an exceptional member experience and stay ahead of a rapidly evolving industry.
Teresa and her husband reside in Oakville and are the proud parents of three sons.
Carey Kominetsky, RIS
Manager, Wealth Compliance and Operations
FirstOntario Credit Union
Branch Compliance Manager
Aviso Wealth
As part of our wealth leadership team, Carey oversees all aspects of wealth operations and compliance. With more than 25 years in the financial services industry, Carey has taken on many roles, including personal banker, financial advisor and branch manager. Carey’s experience allows her to provide valuable insight and guidance to our team, further enhancing their ability to provide optimal service and advice to their clients.
Originally from Saskatchewan, Carey has called Niagara home now for many years and actively volunteers in her community. Carey is married and has three children and three grandchildren.