Westoba Financial Solutions Ltd. has officially joined forces with Desjardins Financial Security Investments Inc. (Desjardins) in Brandon. Westoba Financial Solutions will also now operate out of Desjardins’ former location at the Corral Centre in Brandon, along with their location at Westoba’s corporate headquarters. Our Financial Planning team will continue to deliver personalized, expert advice to current and future members from both organizations under the name Westoba Financial Solutions Ltd.
“Westoba is excited to strengthen the services we can provide to current and future financial planning members. The addition of Senior Financial Planner, Ellen Murray, and the administrative support staff to our experienced team expands our ability to provide members even greater offerings and services,” says Jim Rediger, President and CEO of Westoba Credit Union. “Both organizations are cooperatives with community-focused values and are committed to making the needs of our members and communities a top priority.”
During a time of unprecedented economic and financial uncertainty, members can feel empowered by Westoba’s financial planning professionals who can help build financial confidence today and security tomorrow. Westoba is eager for the opportunity to unite two organizations with proud histories of innovation and years of experience in achieving their members’ financial goals.
“I’m looking forward to joining Westoba Financial Solutions and to bring my 25+ years of experience to a team that is so member-focused and dedicated their members’ success,” says Ellen Murray, Senior Financial Planner, BA (Hons), CFP®, CLU, CHS, CEA.
This change adds a depth of talent and specialization in areas such as Retirement and Estate Planning, Tax Planning, Investment Management, and Insurance Services. Desjardins’ clients will have the option to continue their journey with their financial advisor who is now with Westoba Financial Solutions Ltd.
David Bullock, Senior Vice President, Wealth Distribution of Aviso Wealth Management states, “We are thrilled to have Ellen Murray and her team joining our partners at Westoba Credit Union. At Aviso Wealth, we are committed to supporting our partners to recruit advisors who will provide outstanding financial advice to their Credit Union members.”
Westoba Financial Solutions Ltd. is a separate entity from Westoba Credit Union. Westoba Financial Solutions Ltd. is an Aviso Wealth® partner – serving the wealth management needs of virtually all of Canada’s credit unions. Serving over 500,000 499676clients across the country and over $55 billion in total assets under administration and management.
Get the conversation started today with our Financial Solutions team!
About Aviso Wealth
Aviso Wealth is one of Canada’s largest independent wealth management firms. Formed in 2018 from the united talents and resources of three successful, industry-leading firms—Credential, NEI Investments and Qtrade Financial Group—Aviso Wealth provides Canadians with a comprehensive range of integrated wealth management services and solutions. Owned by the Credit Union Centrals, The Co-operators/CUMIS and Desjardins, Aviso Wealth has approximately $70 billion of assets under management and administration.
About Credential Asset Management
With more than 25 years of experience as a national financial services firm, Credential Asset Management is the leading provider of wealth management services to over 200 credit union partners across Canada. Credential is part of the Aviso Wealth group of companies.
Frequently Asked Questions
To ensure we are meeting the needs of our members, we were looking to grow our Financial Planning team. The addition of a Certified Financial Planner and administrative team will help support the existing team and expand members’ service options.
With the addition of a Certified Financial Planner and support staff, our collaborative Financial Planning team has a diverse group of professionals to assist Westoba members with all their financial security needs.
You can call 1-877-WESTOBA and ask to be directed to the Financial Solutions team.
Westoba Financial Solutions will work out of two locations; Westoba’s corporate building and the Corral Centre location.
Not at this time. We know that the relationship between a member and Financial Advisor must be a right fit. We support a team approach – you are partnered with a lead advisor, but anyone from our team could assist you on your financial journey.
There is no impact on your investments as we transition from Desjardins to Westoba Financial Solutions. Member-client accounts are secured with a custodian for investment stewardship. Our team will ensure you are well-advised and will be available to answer your questions.