Wealth Management Team
Lisa Lewington
Wealth Administrator
6-51 Ardelt Avenue
Kitchener, Ontario
T. 519-742-9998
F. 519-742-9881
E. lisal@ecusolutions.com
Jay Jones
Investment Advisor
Credential Asset Management Inc.
6-51 Ardelt Avenue
Kitchener, Ontario
T. 519-742-9998
F. 519-742-9881
E. jayj@ecusolutions.com
Jay is the newest addition to the Wealth Management team at ECU. He is believer of giving the right advice to our members and empowering them with a solid understanding of their goals and objectives. Jay has six years of experience in advising on mutual funds* and enjoys advising ECU members on difference products available to them. Jay is happy to meet with you and discuss your financial future at your convenience!
*Mutual funds are offered through Credential Asset Management Inc.
Lisa Mabasa
Wealth Advisor/Insurance Consultant
Credential Securities/Credential Financial Strategies Inc.
6-51 Ardelt Avenue
Kitchener, Ontario
T. 519.742.9370
F. 519.742.6072
Lisa is a dedicated advisor that that has over 10 years of experience helping people plan their finances for their retirement, education and various investments goals. Lisa believes in a holistic planning approach which includes cash management, retirement planning, investment planning and wealth protection planning. Lisa would be happy to sit down with you to create an investment plan for you. *Mutual funds are offered through Credential Asset Management Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Credential Financial Strategies Inc. and Credential Securities are subsidiaries of Aviso Wealth Inc.
Kim Gross
Insurance Consultant / Investment AdvisorCredential Financial Strategies / Credential Asset Management Inc.
6-51 Ardelt Avenue
Kitchener, Ontario
T. 519.742.9998
F. 519.742.9881
E. kimg@ecusolutions.com
*Mutual funds are offered through Credential Asset Management Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Credential Financial Strategies Inc. and Credential Asset Management Inc. are subsidiaries of Aviso Wealth Inc.
