Fusion Credit Union - Fusion Credit Union Wealth Management Services

Wealth Management

Personalized solutions to help grow, protect, and preserve your financial legacy.

At Fusion, we have a team of expert Financial Advisors who offer personalized financial advice tailored to your unique needs. Whether you prefer face-to-face meetings, or convenient virtual sessions, our team offers a wide variety of financial services- from retirement planning to investment strategies. No matter where you are in your investing journey, we're committed to helping you achieve your financial goals.

Fusion Credit Union partners with Aviso Wealth.

Devron Jakeman

Wealth Advisor
Aviso Wealth

1-866-706-5825

Sherri Shewchuk

Wealth Management Coordinator
Fusion Credit Union

1-866-706-5825

Jennifer Seib

Wealth Advisor | Aviso Wealth

Insurance Representative | Fusion Financial Strategies

1-866-706-5825

Mutual funds and other securities are offered through Aviso Wealth, a Division of Aviso Financial Inc.

Fusion Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Fusion Financial Strategies are used under license by Aviso Insurance Inc.

Wealth Management Team

Wealth Management

Fusion Wealth Management

Devron Jakeman

Sherri Shewchuk

Fusion Financial Strategies

Jennifer Seib