UCU Wealth Strategies

We’ll help you come up with the right strategy for your circumstances that makes saving and investing easier and geared towards your personal financial goals.
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About Wealth Strategies Group

Our dedicated team of advisors, through our partnership with Aviso Wealth, will help you create an investment strategy to match your financial goals, aligning it with your risk tolerance, and supporting you on your journey to building wealth and achieving financial comfort. We also have a strong and dedicated support team within UCU Limited, at Aviso Wealth, as well as from our relationships with a multitude of fund companies.
Our Team

What We do

We’ll help you come up with the right strategy and set a budget that makes saving and investing achievable. We’ll take a comprehensive look at your assets and help you design an optimal approach to your financial assets.




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Our Team

Our dedicated team of advisors through our partner, Aviso Wealth will help you create an investment strategy to match your financial goals, aligning it with your risk tolerance, and supporting you on your journey to building wealth and achieving financial comfort. We also have strong and dedicated support team within UCU Limited, at Aviso Wealth, as well as from our relationships with a multitude of fund companies.

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Contact Us

Do you want to know what the big secret behind growing wealth is?
It’s simple. Make it a priority.
Our wealth strategies team is here to help prioritize so you can make the most of your money.
Contact us today. We’ll make your money work for you.


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Our Partners

Wealth Strategies are proud to be a part of Ukrainian Credit Union Limited.
We are partners with Aviso Wealth Inc. and their operating subsidiaries.



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UCU Helps Ukraine

UCU Helps Ukraine wants to invite you to help out young men and women who have been injured defending Ukraine from Putin’s invasion. There is nothing that we can do to change their situation, but if we can make it better even a little bit, then it is the least we can do.

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Investor Resources

Improve your understanding of investment concepts by accessing articles and videos about a variety of investment accounts,
different securities (mutual funds, stocks, ETFs, bonds, etc.) and strategies for growing your financial assets.

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UCU Wealth Strategies: FAQs

The minimum investment required to open an account with WSG varies depending on the type of account and service. Please contact our team for more specific information.

Yes, you can access your WSG investment account online through our secure client portal. You can view your account balance, track your investments, and manage your account settings.

Transferring your existing investments to WSG is a straightforward process. Our team will guide you through the necessary steps and paperwork.

Clients typically receive quarterly updates about their investments. However, you can request more frequent updates if needed.

WSG offers a variety of account types including individual, joint, corporate, trust, and registered accounts such as RRSPs, TFSAs, RESPs, LIRAs, RIFs and LIFs.

You can schedule a consultation with a WSG advisor through our website, by email or phone, or by visiting our office.

WSG is committed to providing personalized, comprehensive financial solutions. Our team of experts works closely with clients to understand their financial goals and create customized investment strategies.

Our fee structure varies based on the type of account and services you choose. We believe in transparency and will provide a detailed breakdown of all costs.

We offer dedicated customer support through various channels, including phone and email. Our team is available to assist you with any queries or concerns.

We use a variety of strategies and tools to manage risk, including diversification, asset allocation, and regular portfolio reviews.

Our investment philosophy is based on a long-term, disciplined approach that takes into account each client’s individual goals, risk tolerance, and financial situation.

Yes, you can set up automatic contributions to your WSG account to make regular investments easier and more convenient.

Yes, we provide a variety of educational resources to help our clients understand investing and make informed decisions.

Our team continuously monitors the financial markets and stays informed about the latest trends and attends industry conference to keep abreast of market events so as to provide the best advice to our clients.

Connect with us today. We’re here to help

Speak with our dedicated team and get the answers you need.

  • Video call
  • Phone call
  • In person

Our Team

Meet our Wealth Strategies Team.
Please feel free to contact our team for your investment needs:

Michael Zienchuk, MBA, CIM

Michael Zienchuk, MBA, CIM

Wealth Strategies Manager,
Ukrainian Credit Union

Investment Advisor, Aviso Wealth

416-763-5575 x153
Roman Mlynko, CIM, CFP

Roman Mlynko, CIM, CFP

Wealth Strategies Consultant,
Ukrainian Credit Union

Investment Advisor, Aviso Wealth

416-763-5575 x151
Kateryna Litvinjuk

Kateryna Litvinjuk

Wealth Strategies Consultant,
Ukrainian Credit Union

Mutual Funds Investment Specialist, Aviso Wealth

416-763-5575 x152
Vlad Karman, CFP

Vlad Karman, CFP

Mutual Funds Investment Specialist

Aviso Wealth

416-762-6961 x138
Tatiana Koroliova, FMA, CFP, FCSI

Tatiana Koroliova, FMA, CFP, FCSI

Investment Advisor

Aviso Wealth

416-225-0032 x351
Myroslava Fil

Myroslava Fil

Mutual Funds Investment Specialist

Aviso Wealth

519-256-2955 x254
Iryna Davari

Iryna Davari

Estate Administrator

Ukrainian Credit Union Limited

416-763-5575 x159
Anna Wasylyk

Anna Wasylyk

Wealth Strategies Administrator

Aviso Wealth

416-763-5575 x150

UCU Wealth Strategies


Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited.

1-800-461-0777

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