Travis Oldfield

As a seasoned industry professional with more than 15 years of experience, I consider both the financial and personal when building a plan. While a plan is essential, it must be flexible to accommodate life changes. For me, ongoing contact is important, so I can continuously collaborate with Members to review and revise their plans, keeping them confidently on track toward their goals.

Integrity, caring, trust and professionalism are my foundational values. I care about my Members and their families and dedicate myself to uncovering their personal goals and helping them achieve them.

I earned a Bachelor of Business Administration (Accounting) degree from The University of Windsor and have completed several continuing education courses, including the Canadian Securities Course (CSC), and Wealth Management Essentials (WME). Maintaining a high standard of knowledge and professionalism is an ongoing priority. I regularly attend seminars and workshops to stay on top of the emerging trends in our financial environment.

My wife Stephanie and I live in the area with our two beautiful kids. In my spare time I enjoy special time with my family, home renovations and sports such as golf, baseball and hockey.

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