Our experienced Wealth Advisors are here to help you make confident decisions at every stage of your financial journey. From building your investment strategy and planning for retirement to managing your wealth and preparing for the future, we’ll take the time to understand what matters most to you.
Areas of expertise:
- Goal-based investment advice
- TFSAs, RRSPs, FHSAs, RESPs
- Building long-term savings and investments
Chloe is passionate about helping members feel more confident and comfortable when it comes to investing. She takes the time to understand what members are working toward and helps turn those goals into practical investment strategies that fit their lives.
Having grown her career within Northern Credit Union, Chloe brings a strong understanding of our members and a relationship-first approach to advice. She especially enjoys working with members who are building their wealth, reaching new financial milestones, or are ready to take the next step in their investment journey.
Region: Saugeen Region
Credentials: CIRO-MF
Areas of expertise:
- Comprehensive financial planning
- Retirement planning
- Investment strategies
- TFSAs, RRSPs, FHSAs
- Education savings
Yinka helps members turn their financial goals into a clear, practical plan. He works with members who are building wealth, preparing for retirement, or looking for more proactive advice around their investments.
As a Certified Financial Planner (CFP®), with an MBA and MSc in Business Analytics, Yinka brings a strong analytical perspective to financial planning. His approach combines data and strategy with an understanding of what matters most to each member, helping them make informed decisions as their lives and goals evolve.
Region: Thunder Bay
Credentials: CFP®, PFP®, CIRO-MF
Areas of expertise:
- Comprehensive financial planning
- Tax-efficient planning
- Investment strategies
- Retirement planning
Ilja works with members to understand their full financial picture and build a plan that evolves with them through different stages of life. He specializes in helping members approaching or navigating retirement, managing more complex financial situations, and making important decisions about their wealth and legacy.
As a Certified Financial Planner (CFP®), Ilja takes a holistic approach, looking beyond individual investments to understand how all the pieces of a member's financial life work together.
Region: Elliot Lake, Sault Ste. Marie, Timmins, Wawa, and surrounding areas
Credentials: CFP®, CIRO-MF
Areas of expertise:
- Comprehensive financial plans
- Retirement planning
- Investment strategies
- TFSAs, RRSPs, FHSAs
- Education savings
Kelsie has been with Northern Credit Union since 2018 and has built her career around developing strong, trusted relationships with members. She enjoys helping members better understand their finances and creating investment strategies that reflect their goals, priorities, and stage of life.
As a Qualified Associate Financial Planner™ (QAFP®), Kelsie can take a broader planning approach with members while helping them build, organize and grow their investments. She is passionate about financial literacy and making financial advice feel understandable and approachable.
Region: Kenora
Credentials: QAFP®, CIRO-MF
Our approach.
We’ll help you build and maintain a personalized investment plan aligned with your goals and aspirations, while helping you understand the investment options that best fit your life.
Connect with an advisor.
Fill out the form below and a member of our Wealth team will reach out to set up a conversation about your goals.
