Meet Clarissa, our Wealth Management Specialist and a financial wizard. She has a knack for finding the best products for our members and helping them achieve their dreams. She has a degree in Finance, plus two certificates in Economics and Public Relations, so you know she’s smart and savvy.

She started at WCU as a Financial Analyst, but soon discovered her love for working with people and joined the Wealth Management team. She’s always learning new things and improving her skills, because she believes that knowledge is power. Clarissa is originally from Ontario, but she fell in love with Saskatchewan and then Weyburn, where she plans to live happily ever after with her husband Morgan and their adorable puppy Rito. She likes to spend her free time with her loved ones, and exploring new places and cultures. Clarissa is a joy to work with and a great asset to WCU.

Originally from Weyburn, Jordan returned to his roots in 2019 and has enjoyed helping numerous members improve their financial lives by providing consistent advice, pro-active communication, and taking the time to understand the hopes, fears, and dreams that drive his members.  He lives with his wife Melissa in Midale and enjoys spending time with friends and family around Weyburn.

He is a proud holder of the CERTIFIED FINANCIAL PLANNER® professional designation.

Tony started with Weyburn Credit Union in 2008 and has since transitioned into a role with Aviso Wealth. He is a firm believer in lifelong learning and continuous professional development. He obtained a Bachelor of Business Administration (BBA) degree from the University of Regina majoring in Finance, received the Fellow of the Credit Union Institute of Canada designation (FCUIC), completed the Canadian Securities Course, and has achieved the Wealth Consultant designation (WC). His most recent accomplishment marked the completion of the final requirements to earn his designation as a Certified Financial Planner (CFP^®).

Tony is originally from the Halbrite area. He and his wife, Nicole, and their two sons, Jacob and Joshua, have made Weyburn their permanent home. Tony spends his spare time visiting family and always enjoys taking in the latest releases at the movie theater.

Link: CIRO Advisor Report

Sean’s career in financial services began in May 2003 in consumer lending. In 2005, he pursued his passion and moved into Wealth Management.  Currently, Sean is a Wealth Advisor with Aviso Wealth. As an experienced Certified Financial Planner (CFP^®), Sean is equipped to help his clients navigate all aspects of their financial affairs. Owners of small businesses and family farms are increasingly accumulating wealth inside of their corporations. Sean’s investment and tax knowledge allow him to specialize in developing strategies for his client’s corporations and family trusts. He is also experienced in dealing with the intricacies of various types of pension plans.

Sean lives in Weyburn with his wife Dawn and their three children. In his down time, he enjoys travelling, camping and watching/coaching his kids’ activities. You can also find him at every Rider home game cheering on the Green & White!

Link: CIRO Advisor Report