Our team specializes in financial management for individuals, families and business owners. Throughout life, various important moments determine the flow of money, where the stakes are high and emotions are charged. We offer financial planning and management services that are designed to enable informed and focused decision making under a trusting business relationship.
Financial Planner
Alliance Wealth Management
Registered Representative
Aviso Wealth
Tel.: 705-753-2971 (5233)
nrousseau@alliancewealth.ca
CIRO Advisor Report
Located in North Bay, in the Nipissing region, Nancy Rousseau is a Personal Financial Planner (PFP®). She has over 14 years of experience in the finance industry.
Nancy is committed to the well-being of her clients and provides outstanding service by listening to their needs. She provides sound advice and works with clients to help them achieve their financial goals.
Nancy is committed to her own professional development, and her background shows exactly that. She began her career in finance as an assistant and her level of commitment, motivation and perseverance led her to complete the necessary certifications to obtain the role she currently has on our team. Nancy is licensed to sell life insurance products and services through Alliance Wealth Management.
Evenings and weekends spent cheering on her two boys at the arena have made her a true “Hockey Mom” and she loves everything that comes with it. When she finds time to relax in the off-season, she chooses to do so on her kayak at her campground.
Financial Planner
Alliance Wealth Management
Mutual Fund Investment Specialist
Aviso Wealth
Tel.: 705-268-3733 (3134)
ckiraga@alliancewealth.ca
Located in Northeastern Ontario, Carole Kiraga has offered a wide range of wealth management and financial planning services for over 20 years. She started out working with small businesses and professionals.
Carole obtained her title of Personal Financial Planner (PFP®) in 2000. Carole serves more than 250 families by providing strategies that help them reach their goals, including but not limited to, a tailored financial plan, retirement planning, unique investment opportunities and solutions for life, disability and sickness insurance.
Married and mother of two, Carole Kiraga lives an active life with her family, friends, colleagues and community. The countless hours of volunteer work invested in her community is a testament to her commitment and desire to help others and to advance their ambitions.
Disciplined and human, Carole Kiraga is committed to advise and share her experience and wealth of knowledge with her member-clients by accompanying them through their life moments and providing them with all the necessary support.
Investment & Insurance Advisor
Alliance Wealth Management
Mutual Fund Investment Specialist
Aviso Wealth
Tel.: 705-268-3733 (3124)
mvachon@alliancewealth.ca
Located in Northeastern Ontario, Mathieu Vachon has lived and worked in the region for much of his life. Originally from Iroquois Falls, Mathieu is familiar with the challenges of raising a family in Northern Ontario. For the past 20 years, he has lived and worked in the Timmins area as an entrepreneur, coach and general manager. He now works in the financial field as an investment and insurance advisor. Mathieu is committed to using his business and teaching experiences to inform and encourage his clients to develop financial strategies that will help them achieve their long-term goals.
Mathieu is able to offer mutual funds through Aviso Wealth. Having worked in the industry since 2017, Mathieu has focused much of his work on guiding clients on wealth and investment strategies that meet their objectives. While he has spent a lot of time working with younger families, guiding them in the development of solutions and long-term goals, he works closely with Carole Kiraga, his mentor, to help clients who are approaching retirement and want to enjoy it to the fullest.
Married and father of 3 children and 2 dogs, Mathieu enjoys all the pleasures of life in Northern Ontario, such as camping near his hometown, golf, ice hockey and water sports. He loves spending time outdoors with his family.
Insurance Advisor & Coordinator
Alliance Wealth Management
Tel.: 705-753-2971
vbenoit@alliancewealth.ca
Located in the Nipissing/North Bay area, Virginie Benoit is an Insurance Advisor and our team coordinator. She reviews documents and submits quotes and insurance applications and can also answer questions pertaining to investments.
Since the beginning of her career, Virginie has had the opportunity to acquire extensive knowledge in the financial industry. She has held the position of Member Services Officer as well as Financial Services Officer in the wealth management departments of the personal and business sectors at Caisse Alliance. Therefore, she was able to develop her knowledge about investments, personal loans and mortgages. Dedicated to her professional growth, Virginie has successfully completed the LLQP insurance course offered by the Canadian Securities Institute (CSI) and is currently taking the Canadian Securities Course (CSC®) offered by the Canadian Securities Institute (CSI) with the goal of becoming an investment fund advisor.
Dedicated and committed, she strives to improve her knowledge and develop her skills to better serve the members.
Coordinator
Alliance Wealth Management
Tel.: 705-753-3733 (3155)
sproulx@alliancewealth.ca
Located in northeastern Ontario, Samantha Proulx is our team coordinator. Her duties include, but are not limited to, reviewing documents, maintaining a good internal reference system, assisting her team with administrative tasks and answering questions related to investments and insurance.
Samantha is currently at the beginning of her career and is taking advantage of many opportunities to broaden her knowledge in the financial sector during her studies in business administration. She is developing her interpersonal skills and learning about the interplay of business management, economics, accounting and marketing in her courses. She is also constantly honing her knowledge of investment, insurance and segregated fund products, working closely with Carole Kiraga and Mathieu Vachon.
Determined to learn and prove her knowledge, she looks forward to improving her skills and gaining more experience to help members and support her team in all their needs.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Alliance Wealth Management is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of Caisse Populaires and their communities. Trade-mark(s) of Alliance Wealth Management are used under licence by Aviso Insurance Inc.