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Meet our teams
Karen Di Quinzio
Director, Wealth Management
Assiniboine Credit Union
Karen Podgurnycormier
Wealth Compliance and Operation Manager
Assiniboine Credit Union
Robert Rusak
Senior Investment Advisor
Credential Securities
Senior Investment Advisor
Credential Securities
Victor Lopes
Senior Investment Advisor
Credential Securities
Credential Securities
Justin McMahon
Wealth Advisor
Credential Asset Management Inc.
Credential Asset Management Inc.
Adam Richard
Wealth Advisor
Credential Asset Management Inc.
I’m Karen Di Quinzio and I look after the Wealth Business at ACU. This includes leadership, strategy, product, training, hiring, compliance and registrations, administration and the member experience from a wealth perspective. I am also the liaison with our mutual fund investment dealer: Credential Asset Management Inc. I have over 25 years of industry experience. I believe everyone is equally important no matter what you do, where you live or what your background is. I want everyone to be educated on the importance of saving, investing and planning for their future. For these reasons, ACU is a great fit for me. Outside of work, I love a variety of sports both watching and playing. I am very active and love to hike, jog, bike and swim. I love nature and a good book or puzzle at the lake on a quiet night is always something I look forward to. And I love, love, love travelling too!
Education and Credentials:
Bachelor of Commerce, (Hons.)
Certified Financial Planner (CFP)
Responsible Investment Specialist (RIS)
If you’re looking for solid financial advice, talk to me. I’ll introduce you to one of my expert team members.
Reach me at:
204.258.3375
kdiquinzio@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds and financial planning are offered through Credential Asset Management Inc. |  |
I’m Karen Podgurnycormier. Since 2007 I’ve been in charge of ACU Wealth Compliance, Operations, Registrations and Administrative Support. I personally influence our processes, procedures, disclosure and education pieces to be timely and within our strict business practice and regulation guidelines. My goal is to ensure that our licensed team of Wealth Advisors with Credential Asset Management Inc. provides an excellent and consistent member experience, focused on the member's financial goals and comfort level. I listen to concerns and offer solutions to ACU Advisors and our Membership. When not working I enjoy biking, gardening and a good book.
Education and Credentials:
Certified Financial Planner (CFP)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI)
Responsible Investment Specialist (RIS)
Senior Wealth Consultant (WC)
Certified Investment Dealer Compliance
Chief Compliance Officers Qualifying Exam
Reach me at:
204.258.3495
kpodgurnycormier@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds and financial planning are offered through Credential Asset Management Inc. | |
Senior Investment Advisor
Credential Securities
I’m Robert Rusak. I provide financial peace of mind by spending time with members and learning about what’s important to them. Whether it’s saving for an important goal such as retirement, helping their children pursue education, or legacy planning, I want to understand where people want to go, and then put together an achievable plan to help get them there. I’ve been in the industry since 2004 at Royal Bank, CIBC and now at Assiniboine. Family and community are very important to me. ACU is aligned to these values as an organization that helps build stronger communities for the benefit of all. Outside of work, my wife and I have two children and we keep busy with their active schedules including hockey and dancing. We love to travel and also spend a lot of time at our family cottage in the summer. I play hockey and like to stay active through running and going to the gym.
Education and Credentials:
Bachelor of Commerce, (Hons.)
Certified Financial Planner (CFP)
Registered Retirement Consultant (RRC)
Responsible Investment Specialist (RIS)
Financial Management Advisor (FMA)
My goal is to help members achieve their financial goals and dreams. Let’s see what we can do together.
Reach me at:
204.258.3355
rrusak@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. |  |
Credential Securities
I’m Victor Lopes. I specialize in financial planning and investment advice for members looking for guidance with their investment and retirement decisions. I give them peace of mind knowing that a qualified and trustworthy partner is working alongside of them every step of the way. I have over 20 years’ experience in the financial services industry between ACU and TD. I value the relationships we have with our members, and that’s what I love about ACU. Just like me, they make the member their first priority, and their decisions as an institution are always arrived at with the member’s best interest in mind. I love to spend time with my wife and son, as well as volunteer at my cultural pavilion which I have participated in for over 40 years.
Education and Credentials:
Bachelor of Commerce
Certified Financial Planner designation (CFP)
Responsible Investment Specialist (RIS)
Reach me at:
204.958.8483
vlopes@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. | |
Credential Asset Management Inc.
I’m Justin McMahon and I provide financial advice and guidance to our members. I thoroughly enjoy being able to teach or advise a member on making the correct financial decision which in turn gives them peace of mind about their future. I’ve been studying and working in the financial services industry for just over seven years. After four years with TD I came to ACU to deal with investment registrations specializing in RDSPs and group plans. I’m proud to work for an organization that not only talks about improving the community through social enterprises but actually does it. I’ve never worked at an organization where my values align so well. When I’m not at work you can find me at a rink year round playing various versions of hockey. If I’m not at the rink I’m traveling with my spouse or thinking about sports. I’m a proud supporter of the Philadelphia Eagles, Toronto Blue Jays and Maple Leafs with a soft spot for the hometown Jets.
Education and Credentials:
Business Administration (BA)
Responsible Investment Specialist (RIS)
I’d love the opportunity to work with you to help reach your financial dreams.
Reach me at:
204.258.3168
jmcmahon@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds offered through Credential Asset Management Inc. | |
I’m Adam Richard. I provide financial planning and wealth management advice tailored to the needs and priorities of individual members and their families. I’ve been in the financial services industry for over 13 years and at ACU since 2015. For me, and ACU, the success of our members is paramount. I engage every member with a purpose that comes from a deep interest in ethics and interpersonal relationships built on honest interactions. When not working, I focus on my kids who are all are into sports and arts, so that keeps me grounded… and busy. I love to cycle. My brother and I started riding a Gran Fondo each year and have so far been to New York City and Vancouver.
Education and Credentials:
Bachelor of Arts, (Hons.)
Certified Financial Planner (CFP)
Responsible Investment Specialist (RIS)
My interest is in laying the foundation and helping them build their empire. Let’s see what we can build together.
Reach me at:
204.258.3382
arichard@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds and financial planning are offered through Credential Asset Management Inc. | |
Ryan Fontaine
Senior Investment Advisor
Credential Securities/Credential Financial Strategies Inc./ Credential Asset Management Inc.
Credential Securities/Credential Financial Strategies Inc./ Credential Asset Management Inc.
Joshua Henson
Insurance Specialist, Wealth Advisor.
Credential Financial Strategies Inc./ Credential Asset Management Inc.
Credential Securities/Credential Financial Strategies Inc./ Credential Asset Management Inc.
I’m Ryan Fontaine. I have over 20 years’ experience in the financial services industry as a Financial Advisor. I specialize in the development of customized income planning strategies that help our members maintain their lifestyle into their retirement years. I have worked mainly with pre-retired and retired members, and have a strong focus on income and tax planning. I understand the importance of building and preserving wealth for later years, or future generations. I like to feel connected to my community, based on the decisions I make outside of work, and I appreciate working for an institution that values community, and connects to the community we belong to. I’m a busy parent with two kids active in sports. I’m involved in their development having acted as minor league coach for each of them in their various sporting activities. I’m a cottage owner and love fishing at the lake. I like to unwind with building and maintenance projects at home and at the cottage.
Education and Credentials:
Bachelor of Commerce
Certified Financial Planner (CFP)
Financial Management Advisor (FMA)
Canadian Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)
Senior Wealth Consultant (WC)
Responsible Investment Specialist (RIS)
Reach me at:
204.258.3392
rfontaine@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. |
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I’m Joshua Henson. I offer life, accident and sickness insurance. I’ve been in the financial services industry since 2003 with TD Canada Trust, Niverville Credit Union, Entegra Credit Union, Castle Mortgage Group, Canadian Western Bank, RBC Royal Bank, and now Credential Financial Strategies/Credential Asset Management as an insurance specialist and wealth advisor. I bring a depth of knowledge most advisors don’t have. My process is rooted in financial planning fundamentals. I love that ACU is a progressive, socially responsible cooperative. It is important to me that ACU helps a variety of different people and gives back to the community through various programs. I know that ACU cares about the environment and is looking for better ways to do things. Outside of work, I am a former Canadian Chess Champion, I’m a photography enthusiast, I’m married with three children, I love coffee and I’m a total foodie!
Education and Credentials:
Bachelor of Arts (BA)
Certified Financial Planner (CFP)
Responsible Investment Specialist (RIS)
Reach me at:
204.258.3376
jhenson@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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| Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. |
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Jane Czuboka
Wealth Advisor
Credential Asset Management Inc.
Credential Asset Management Inc.
Jesse Funk
Wealth Advisor
Credential Asset Management Inc.
Credential Asset Management Inc.
Lisa Matwyko
Wealth Advisor
Credential Asset Management Inc.
Credential Asset Management Inc.
Dragos Nina
Wealth Advisor
Credential Asset Management Inc.
Credential Asset Management Inc.
Mike Tarabalka
Wealth Advisor
Credential Asset Management Inc.
Credential Asset Management Inc.
Credential Asset Management Inc.
I’m Jane Czuboka. As a Wealth Advisor, I focus on advising members at all life stages, specializing in working with those approaching or already in retirement. I advise on complex planning strategies in retirement including: drawing income from savings, tax efficiencies, investing, estate, and other financial related matters. In addition to being very passionate about financial planning, I practice with great care, compassion, and take a comprehensive approach with our members. I’ve been in the business since 1988 and this long term experience gives me a unique insight into how to best navigate all of our members’ planning considerations.
Education and Credentials:
Certified Financial Planner (CFP)
Registered Retirement Consultant (RRC)
Responsible Investment Specialist (RIS)
Reach me at:
204.982.1449
jczuboka@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
|
Credential Asset Management Inc.
I’m Jesse Funk and it’s my job to help members strategize their financial needs and goals in order to make the best plan possible. My aim is to collaborate, guide them, and to follow up with them so we can confirm they remain on track. I’ve been in the financial industry since 2012 and have been with ACU since 2018 as a senior financial advisor with a strong focus on financial, retirement and investment planning. I value human well-being, open dialogue and responsibility. I’ve seen firsthand the impact ACU has on our local community, and am proud that we partner with companies that have similar values. Away from work, I enjoy movies and reading about history, culture, true crime, philosophy and religion. I also enjoy the outdoors and spend time travelling. I spend a lot of time in Central Mexico where I have family. I enjoy playing basketball and am an avid fan of the Milwaukee Bucks of the NBA.
Education and Credentials:
Bachelor of Business Administration (BBA)
Certified Financial Planner (CFP)
Responsible Investment Specialist (RIS)
My aim is to be a main point of contact for those needing guidance in their financial lives because they value and trust my expertise. If this sounds like something you’re looking for, let’s talk.
Reach me at:
204.958.8691
jfunk@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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Credential Asset Management Inc.
I’m Lisa Matwyko. As a Wealth Advisor, I provide advice to help members achieve short and long term financial goals. It takes a lot of number crunching, but I love that part of the job. I’ve been in the financial services industry for 34 years, 22 with Royal Bank and 12 with ACU. My current focus is on planning, working with members to help educate them so they can make better decisions about pension, retirement, RESPs, RDSPs, and mutual funds. I believe in honesty, loyalty, respect for others, taking responsibility, and I believe that trust has to be earned. ACU values - to help and give back to the community - make me feel right at home. Outside of work, I love to relax and enjoy time with family and friends. I spend time at the lake during the summer and take a winter holiday to enjoy some sun.
Education and Credentials:
Certified Financial Planner (CFP)
Wealth Consultant (WC)
Responsible Investment Specialist (RIS)
Reach me at:
204.258.3536
lmatwyko@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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Credential Asset Management Inc.
Hi, I’m Dragos Nina. As a Wealth Advisor, I help members achieve their goals using great planning and execution strategies.
I’ve been in the financial services industry for over 15 years, in progressively more responsible areas at different types of financial institutions. Every day I use my knowledge and experience in wealth, personal banking and commercial banking to help members with complex financial situations, and to grow their wealth. My passion has always been on the investment side, as I am genuinely interested in what’s going on in the market.
I chose ACU for its involvement in the community, and am proud to work for a local, successful company that cares about members and their families — and its employees.
I’m all about family. My wife and I are raising two energetic boys who we believe will change the world for the better. I am Treasurer and board member for my sons’ school and we are all huge fans of the Bombers, Jets, Goldeyes and Valour FC. We also like to travel and create great experiences as a family.
I look forward to working with you to build wealth so you can create great experiences for you and your family.
Education and Credentials:
Bachelor of Arts – Economics and Marketing majors (University of Manitoba)
Responsible Investment Specialist (RIS)
Reach me at:
204.958.8624
dnina@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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Credential Asset Management Inc.
I’m Mike Tarabalka. As a Senior Financial Advisor I provide investment advice and financial planning to help our members realize their dreams. I’ve been an advisor since 1990, starting with Rice Financial, CIBC and now ACU. My experience is probably the single most important thing I bring to the table. That, and really caring about doing what is the best for the needs of our members. I love helping people with some of the most important decisions in life, guiding them through the process and recommending the services and products to help get them where they want to be. I believe in treating people honestly and sincerely listening to them. Because of these beliefs, there is no better place for me to work than at ACU. I like cycling and motorcycles. Basically, if it has two wheels, I’m on it. I also love to scuba dive and taking care of my dogs.
Education and Credentials:
Certified Financial Planner (CFP)
Chartered Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)
Wealth Consultant (WC)
Responsible Investment Specialist (RIS)
I really enjoy getting to know the needs of our members and I take immense pride in helping them, and I’d love to work for you.
Reach me at:
204.958.8663
mtarabalka@acu.ca
| Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy. |
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