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 are 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.