Liam Winegard

I am passionate about helping Members and providing a personal service experience. As a Responsible Investment Specialist, I convey values-based investment advice, championing ethical, meaningful investing. I am a Chartered Investment Manager who takes pride in making complicated-seeming investments accessible and comfortable for my Members.

Continuous education is a priority for me. I have added Certified Financial Planner, Personal Financial Planner, and Certified International Wealth Manager to my accreditations in recent years. Next are the Registered Retirement Consultant, Responsible Investment Advisor Certification, and Fellow of the Canadian Securities Institute designations. This ongoing learning and growth enables me to deliver the best possible Member experience.

In 2007, I became a CPGA golf professional and had the pleasure of teaching golf to interesting people of all ages. These days, I teach about financial decisions, rather than golf swings. I love sharing financial knowledge with Members and their families.

As a golf professional, I traveled the world, visiting more than 30 countries. I’ve had some amazing experiences including riding elephants, snorkeling with dolphins and swimming with sharks. I speak English, French and Spanish, and thanks to my wife and in-laws, I am slowly learning Turkish.

I look forward to getting to know you and finding the best way to help you achieve your financial goals.

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