Kyle Truan-Olsen, CIM®, RIS
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