Andrew Ostasz, CIM®, RIS
Senior Wealth Advisor
FirstOntario Credit Union
Aviso Wealth
As a Senior Wealth Advisor with FirstOntario Credit Union and Aviso Wealth, I partner with individuals and families to deliver comprehensive investment and retirement planning tailored to each member’s unique goals and priorities. Whether members are focused on building wealth, preserving it, or creating sustainable income in retirement, I provide clear guidance and disciplined strategies designed to help them remain confident and on track.
I hold the Chartered Investment Manager (CIM®) and Responsible Investment Specialist (RIS) designations, reflecting my commitment to advanced investment management and the integration of responsible investing principles where appropriate. With more than a decade of experience in wealth management, I bring a thoughtful, structured approach to portfolio construction, always considering each member’s risk tolerance, time horizon, and evolving financial needs.
What sets my practice apart is a strong focus on relationships. I believe successful wealth management goes beyond investments; it’s rooted in understanding what matters most to each member and building a long-term plan to support those priorities. My goal is to provide proactive advice, ongoing education, and a high level of personal service, enabling members to make informed financial decisions at every stage of their lives.
Outside of work, I’m passionate about maintaining an active lifestyle through running, fitness, and golf. Most importantly, I value spending quality time with my family, which keeps me grounded and focused on what truly matters.
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