In-Branch Professionals

Lisa Matwyko,

CFP, RIS

Whatever members want; to go back to school, buy a house, take a big trip or start to plan for retirement, I can show them how to make the most of their financial situation with investments and strategies designed to get them where they want to be.

Almost everyone wonders how to get the money they've worked hard to save, to do more, without losing too much of it to taxes. Lisa continually introduces members to the strategies and investment products that will do just that. With more than 25 years of industry experience, she has the confidence that comes from working with Assiniboine members, taking a partnership approach to help turn dreams into reality.

Let Lisa help you with

  • financial advice
  • goal setting
  • investment strategies and management
  • retirement planning
  • estate planning advice
  • cash flow planning
  • portfolio analysis
  • retirement cash flow projections

Credentials

  • Certified Financial Planner (CFP)
  • Responsible Investment Specialist (RIS)
  • Wealth Consultant Designation

Contact

Harrow Branch
100-900 Harrow Avenue East
204.258.3536
lmatwyko@assiniboine.mb.ca

Mutual funds and financial planning are offered through Credential Asset Management Inc.

RIA Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy.

 

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