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

Lisa Mabasa

Investment Advisor
Credential Securities
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

Investment Advisor
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.
 

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