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Terri Szewczyk, PFP®, RIS

 
Terri Szewczyk

Senior Investment Advisor

FirstOntario Credit Union
Aviso Wealth

As a seasoned Senior Wealth Advisor with over 3 decades of experience, my expertise lies in providing tailored financial solutions to help individuals and families secure their financial futures. I have a proven track record of guiding clients through various market conditions, offering sound investment advice, and creating comprehensive wealth management strategies. My understanding of the financial landscape paired with a commitment to client satisfaction, sets me apart in the industry.

I strive to build long-lasting relationships based on trust, integrity and personalized service, ultimately helping my clients achieve their financial goals.

I am passionate about serving my community, volunteering my time with various community services, fostering a strong sense of compassion and social responsibility. I involve my grown children in these activities so that they can also be community minded people.

1-800-616-8878 ext. 1708

Terri.Szewczyk@FirstOntario.com

 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.