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Luisa Santopietro

Luisa Santopietro

CFP

Senior Financial Planner

Investment Advisor

Meridian Credit Union

Aviso Wealth

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As a Senior Financial Planner, I am dedicated to making sure our Members can envision a future where they are realizing their financial goals. I am passionate about helping Members achieve peace of mind and make sense of the complexity of investing.

After graduating from of the University of Toronto, I completed a post-graduate certificate in Financial Planning at Humber College. As a Certified Financial Planner, my goal is to build long-lasting relationships with our Members, taking into consideration their needs and risk tolerance. I am committed to continuing my education so I can stay current with market trends and relevant information.

Giving back to the community is very important to me. Through Meridian, I have volunteered with TRIEC, an organization that helps new Canadians secure employment. I have also participated in the Big Brothers Big Sisters program where I had the unique opportunity to mentor a child in need. In my spare time, you can find me hiking on a beautiful trail, reading a book or playing with my dog.

I look forward to meeting you to discuss your financial goals and build a plan to help you realize your financial dreams.

CIRO Advisor Report

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

Contact Luisa

Telephone

226-558-2301

Home branches for Luisa



Languages spoken

English