When you’re investing in your future it can be intimidating to get started and fulfilling to see results. No matter how you look at investing, you deserve to receive the best support and guidance for your investment needs, when and how you need it.
You can now access services related to your Aviso Wealth* mutual fund accounts through a dedicated team of Investment Specialists at our contact centre, Libro Connect. The team is available Monday to Friday 8am to 8pm and Saturday 8am to 4pm with no appointment necessary!
Connect with us at your convenience by phone at 1-800-361-8222, by email at wealthconnect@libro.ca, or by sending a message through Online Banking. If you’re unsure where to start or how this could work for you, reach out and ask your questions. We’re here to help!
Frequently Asked Questions
What’s the difference between this virtual team and the investment staff in my local branch?
You can expect the same expert investment coaching and advice from this team, with greater accessibility! This team of seven is dedicated to investments and mutual funds and is available at your convenience beyond regular branch hours – no wait time and no appointment needed.
How do I make an appointment?
No appointment necessary! The team is available Monday to Friday 8am to 8pm and Saturday 8am to 4pm. Give us a call at 1-800-361-8222 or reach out by email to wealthconnect@libro.ca at your convenience. You’ll get a quick response without having to book a specific time.
How can I follow up on a previous conversation with an Investment Specialist?
Simply reach out to wealthconnect@libro.ca, send a Secure Message through your Libro Online Banking, or call Libro Connect at 1-800-361-8222. The team has secure access to detailed notes of each interaction and your investment history with us. You’ll likely connect with different members of the team, but rest assured they have the information from previous conversations and are ready to help you!
Is this just about mutual funds or is there more to it?
The team specializes in investments, mutual funds and financial coaching. For your other banking needs, such as loans, mortgages or new account openings, the team will set you up with the right coach for the product or service you’re looking for, either virtually or in a branch location.
We hear a lot about fraud, how can I be sure virtual and phone appointments are secure?
Asking this question is the first step toward maintaining security of your information! At Libro, we take your privacy seriously. We adhere to strict regulations for maintaining the privacy and confidentiality of your personal information, and we’re accountable, by law and to Libro Owners, for respecting and safeguarding private data. We’ll always take steps to verify we’re speaking to the correct person and personal information will never be left over voicemail. When emailing account information or private documents, a secure email connection is used.
Meet Your Wealth Team
Your team of Investment Coaches at Libro Credit Union and Investment Specialists at Aviso Wealth* will continue to provide you with exceptional service and tailored advice to ensure your investment goals are met, whether you are saving for a dream vacation, education funds for your children, or planning for retirement.
Wayne Vigneux, RIS Investment Specialist, Aviso Wealth, Wealth Connect Supervisor, Libro Credit Union
After more than twenty years of experience in insurance and financial services, Wayne joined Libro Credit Union in 2020. Wayne has a Bachelor of Commerce Honours Degree from the University of Windsor. He is a member of Responsible Investment Association Canada, having obtained the Responsible Investment Specialist (RIS) designation. Wayne is passionate about helping Owners achieve their goals and realize their dreams – something that he believes is within reach with the right plan. He loves to travel and wants to see as much of world as he can.
Isaac Moran, RIS Investment Specialist, Libro Credit Union, Aviso Wealth
Isaac earned his Bachelor of Commerce degree from the University of Windsor and a Responsible Investment Specialist (RIS) designation as a member of Responsible Investment Association Canada. Isaac joined Libro in 2019 and works closely with Libro Owners to bring peace of mind when it comes to their financial goals. He loves to golf and draws similarities between the game and financial coaching as both require goals, patience, and persistence.
Ingrid Parrott Investment Specialist, Libro Credit Union, Aviso Wealth
Ingrid joined Libro in 2019. Since 2019 she’s been helping Libro Owners uncover ways to make money work better for them holistically. Ingrid is also a registered yoga teacher who aims to bring a mindful approach to wealth management, including the values of strength, balance, and flexibility.
Akash Patel Investment Specialist, Libro Credit Union, Aviso Wealth
Akash has been working in financial services for three years and joined Libro in 2023. His academic background includes a Bachelor of Business Administration Degree with a speciality in Finance and a Post Graduate Diploma in Professional Financial Services from Fanshawe College. Born and raised in Kenya, Akash looks for experiences where he can learn something new and make an impact on the community.
Timos Patterson, RIS Investment Specialist, Libro Credit Union, Aviso Wealth
Timos has an Honours Bachelor of Business Administration from Lazaridis School of Business and Economics at Wilfrid Laurier University. Timos holds a Responsible Investment Specialist (RIS) designation, as a member of Responsible Investment Association Canada, and is currently working towards becoming a Personal Financial Planner (PFP®). Since joining Libro in 2018, Timos believes that everyone needs a plan and offers a passion for building wealth and enjoyment of coaching others. He loves sports, community, travelling and being outdoors.
Stefano Shaheen Investment Specialist, Libro Credit Union, Aviso Wealth
Stefano holds a degree in Finance from St. Clair College and has five years of experience in financial services. He joined Libro in 2022. It’s important to Stefano to understand what matters most to your financial future. He is passionate about making a difference, is a self-proclaimed geek, family man, animal lover, and kid at heart.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Contact Your Wealth at Libro Connect Team
Contact a Wealth at Libro Connect Coach
Your privacy and trust are important to us; we recommend you do not share any sensitive information (such as passwords, Personal Identification Numbers or Account Numbers) within this contact form.