Director, Wealth Management
Serena Sopcic is FirstOntario’s Director of Wealth Management. Since joining in 2016, she has been a key figure in developing the credit union’s wealth management delivery strategy, while establishing a culture of employee engagement.
Serena brings over 10 years of experience within the financial services industry with her. She works closely with FirstOntario’s team of Investment Specialists, including a Trust and Estate Advisor for an enhanced Member experience.
She holds the FPSC Level 1® Certificate in Financial Planning and is working towards the CIM, and CFP designations.