Meet The Team

 

Photo of Anne Gillis, wearing a black blouse and blue glasses

Anne Gillis 

BBA, PFP

Financial Planner | Aviso Wealth
Insurance Representative | KCCU Wealth Solutions

I firmly believe that each client has a unique story, and that story flows through to their financial goals and decision-making. I am committed to working with each client to help them achieve those goals in a way that is consistent with their story. If ethical, environmental, social, and governance factors are a priority for you, I am well versed on that subject and can incorporate these factors into my investment recommendations.

I am committed to delivering exceptional service by maintaining regular contact with you and executing transactions in a timely and accurate manner, as I have done throughout my 15-year career in the credit union system. I look forward to listening to your unique story and helping you build a foundation of financial security through investing, tax management and estate planning.

Phone: (613) 507-1131
Email: anne.gillis@kccuwealth.ca

 

 

Photo of Evelyne Laurin wearing a black blazer

Evelyne Laurin

MA

Investment Advisor | Aviso Wealth
Insurance Representative | KCCU Wealth Solutions

I take a comprehensive approach to wealth management and planning in order to help clients plan for their financial goals in all life stages. I engage with my clients and build long-term partnerships so that the outcome of our decisions will reflect what they want their wealth to do. As a credit union representative, I am also a firm believer in Responsible Investing through environmental, social and governance principles.

I welcome the opportunity to discuss your financial goals and establish a strategy together.

Phone: (613) 507-1131
Email: evelyne.laurin@kccuwealth.ca

 

KCCU Wealth Solutions is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of KCCU Wealth Solutions are used under licence by Aviso Insurance Inc.