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Financial Literacy Team

The Financial Literacy Team is committed to providing our communities with financial education to help build knowledge and skills to understand their money. We’re passionate about your financial wellness and view understanding how money works as the core of that wellness. We offer financial literacy services and support to empower you to understand how to manage your money for prosperity today and into your future.


TOPICS WE CAN COVER


  • Budgeting basics
  • Loan basics
  • Boosting your credit score
  • Protecting yourself from identity theft
  • Managing the impact of inflation
  • Much more

WHY IS FINANCIAL LITERACY IMPORTANT?


  • Empowers youth
  • Helps understand the power of money
  • Prevents from having too much debt
  • Teaches how to build credit
  • Teaches how to invest
  • Helps avoid scams
  • Enables to become self-sufficient

OTHER COMMUNITY PARTNERS


  • Schools - All age levels
  • Colleges
  • 4H Clubs
  • Senior Centres
  • Treatment Centres


Meet your Representatives

To learn more about each expert, click or tap on their image below.

Sydney Payne

BASc - AgBus, CPC, FCUIC
Advisor

Kimberly Wells

RIS
Financial Services Associate | Synergy Credit Union
Mutual Fund Investment Specialist | Aviso Wealth

Bobby Domes

Financial Services Associate

Amberle Benoit

RIS
Financial Advisor
Synergy Credit Union | Aviso Wealth

Charity Elston

CFP®, RIS, RRC
Financial Advisor
Synergy Credit Union | Aviso Wealth

Kasandra MacKay

Risk & Compliance Analyst

Caroline San Andres

Deposit Support Administrator
Financial Literacy Virtual Rep

Ameera Alindogan

RIS
Financial Advisor
Synergy Credit Union | Aviso Wealth

Announcing Our New Financial Literacy Partnership!
Synergy Credit Union's Financial Literacy team has recently completed training and certification for the Each One, Teach One (EOTO) program. We are proud of this partnership, which allows us to offer even more financial literacy resources to our communities.

Financial Literacy for Everyone

We actively connect with any group that is looking to improve their financial literacy. Our presentation is relaxed and interactive. It can be tailored to educate people of all ages and backgrounds, including youth groups, seniors homes, families, parents, school boards and college open houses. Led by our Synergy Emerging Leaders, the presenters keep audiences of all sizes and ages interested and engaged.

If you’re not able to attend a session in person, but are still interested in learning more about how to improve your financial literacy, sign up for a free, interactive online session at our ‘It’s a Money Thing’ Academy.

What people are saying about our presentations...

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