Financial Advisors

Friendly service and expert advice to help you achieve your financial dreams.
Kelly, Financial Advisor

Kelly Ball

Financial Advisor
I’ve lived in Sudbury my whole life and have been a financial advisor for 21 years, focusing on lending, term investments and estates. It’s very important for me to have your trust and I work hard to earn it by being open, honest and direct. 

Location | New Sudbury
705-566-2931 ext 5013
Contact Kelly

David, Branch Manager

David Blackburn*

Branch Manager, PFP
I’ve been in financial services for nearly 30 years, and I specialize in investing. I take a holistic approach in reviewing and making recommendations to your financial situation. It’s important to make sure a change to one area of your financial life doesn’t negatively affect another area when working towards your financial goals.

Location | New Sudbury
705-566-2931 Ext 5025
Contact David

Pat, Investment Specialist

Pat Brady*

Investment Specialist, CFP
I specialize in investment planning and have been a financial advisor for over 30 years. I believe in transparency and clearly laying out all of your options to find the investments that match your goals and risk tolerance.

Location | Minnow Lake
705-566-8540 ext 6014
Contact Pat

John, Financial Advisor

John Dainton*

Financial Advisor
I specialize in lending, investments and planning with a personal and open approach. I know that you are not like any other member and that you need a different approach than someone else. It’s important to me that you know your options and that your financial decisions are as easy and comfortable as possible. 

Location | New Sudbury
705-566-2931 ext 5014
Contact John

Lively Branch of SCU

Cindy DiFilippo

Senior Financial Advisor
I was born in Sudbury and love our community. I specialize in personal lending, registered products and personal income tax. For me, taking into account your entire financial picture is the best way to give you the guidance and recommendations to reach your goals. 

Location | Lively
705-692-3635 ext 2011
Contact Cindy

Kim, Financial Advisor

Kim Goegan

Financial Advisor
I’ve been with Sudbury Credit Union for 21 years and I believe in developing real relationships to foster trust and that leads to the best results for your finances. Your needs and goals are my priority — my focus is your financial well-being.

Location | Minnow Lake
705-566-8540 ext 6012
Contact Kim

Carla, Financial Advisor

Carla Harrison

Senior Financial Advisor
What I love most about Sudbury is the friendliness of our community. Being a financial advisor for almost a decade here in Sudbury, I believe in always being available and open to listen and talk through your finances. I specialize in lending, investments, estate planning and retirement planning, and it’s my pleasure to help you achieve your financial goals.

Location | Minnow Lake
705-566-8540 ext 6011
Contact Carla

Nadine, Financial Advisor

Nadine Landry

Financial Advisor
I was raised in Sudbury and I love our community. As your Financial Advisor, I can help with all your growing financial needs, including monthly budgets, mortgages, student loans, and investing for retirement. I enjoy working on all portfolios, especially helping families reach their financial goals and feel secure in their financial well-being. I also speak French.

Location | New Sudbury
705-566-2931 ext 5011
Contact Nadine

Celina, Financial Advisor

Celina Martel

Financial Advisor
I’ve lived in the Sudbury area for over 30 years and enjoy the natural landscape and outdoor activities it has to offer.  As a financial advisor, I will always do what’s best for you and your unique financial situation.  I feel it’s best to look at your overall financial picture to determine how I can best assist you.  I look forward to working with you to meet both your immediate and long term financial goals.  

Location | Lively & Levack
Lively | 705-692-3635 ext 2013
Levack | 705-966-3451
Contact Celina

Erin, Branch Manager

Erin Martin*

Branch Manager
I’ve lived in Sudbury my whole life and I’ve been here at Sudbury Credit Union since 2006. I focus on personal banking, investments and credit products. I believe in good, honest conversations about your whole financial picture to set attainable targets that will, in the end, help you achieve your financial goals.

Location | South End
705-522-5550 ext 3025
Contact Erin

Karen, Branch Manager

Karen Mathes-Cornell

Branch Manager
I’ve been in financial services for almost 25 years. I believe in listening to your short and long term goals to come up with a plan that aligns both effectively with your financial well-being as the main priority. To get there, I believe in developing a financial relationship with you that’s based on trust and respect — we really are a team that has the same goals. 

Location | Minnow Lake
705-566-8540 ext 6025
Contact Karen

Kirk, Financial Advisor

Kirk Sherman

Financial Advisor
I’ve been a financial advisor for 7 years and am completing my Personal Financial Planning designation through the Canadian Securities Institute. For me, it’s critical to fully understand your needs so that I can give you the best guidance and solutions. Really knowing your situation is the best way I can help you reach your financial goals, and that’s what is most important to me.

Location | South End
705-522-5550 ext 3012
Contact Kirk

Claudette, Branch Manager

Claudette Strom

Branch Manager
I’m a firm believer in our community, having lived here all my life, and I volunteer with several organizations who work to make Sudbury a stronger community. When it comes to your financial well-being, I believe in getting to know you personally, and understanding your unique needs. With more than 39 years of experience in financial services, I put my knowledge to use to find solutions that work for you.

Location | Copper Cliff
705-682-0645 ext 4025
Contact Claudette

Taryn, Financial Advisor

Taryn Stuart Rivard*

Senior Financial Advisor, PFP
I’ve been a financial advisor for almost 15 years, specializing in borrowing and investing. Your financial well-being is my priority and I work to find you the solutions and advice to achieve your needs and goals. 

Location | Lively
705-692-3635 ext 2012
Contact Taryn

Sue, Branch Manager

Sue Whealon*

Branch Manager
I’ve been a financial advisor since 1998 and Branch Manager since 2019. My specialties are lending, especially progressive mortgages, and investments. I want to learn about your financial situation, your needs and goals, and work to earn your trust because it’s important to me that you’re comfortable and at ease when making financial decisions. 

Location | Lively & Levack
Lively | 705-692-3635 ext 2025
Levack | 705-966-3451
Contact Sue

Tom, Financial Advisor

Tom Yeo

Financial Advisor
I’ve lived in Sudbury all my life and have been here at Sudbury Credit Union for 14 years. Specialising in mortgages, personal loans, lines of credit and investments, it’s important to me to get to know your financial needs, goals and dreams so that I can find the right ways to help you achieve them.  

Location | South End
705-522-5550 ext 3011
Contact Tom

*Also performs the function of a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.
Claudette, Branch Manager

Claudette Strom

Branch Manager
I’m a firm believer in our community, having lived here all my life, and I volunteer with several organizations who work to make Sudbury a stronger community. When it comes to your financial well-being, I believe in getting to know you personally, and understanding your unique needs. With more than 39 years of experience in financial services, I put my knowledge to use to find solutions that work for you.

Location | Copper Cliff
705-682-0645 ext 4025
Contact Claudette

Sue, Branch Manager

Sue Whealon*

Branch Manager
I’ve been a financial advisor since 1998 and Branch Manager since 2019. My specialties are lending, especially progressive mortgages, and investments. I want to learn about your financial situation, your needs and goals, and work to earn your trust because it’s important to me that you’re comfortable and at ease when making financial decisions. 

Location | Lively & Levack
Lively | 705-692-3635 ext 2025
Levack | 705-966-3451
Contact Sue

Celina, Financial Advisor

Celina Martel

Financial Advisor
I’ve lived in the Sudbury area for over 30 years and enjoy the natural landscape and outdoor activities it has to offer.  As a financial advisor, I will always do what’s best for you and your unique financial situation.  I feel it’s best to look at your overall financial picture to determine how I can best assist you.  I look forward to working with you to meet both your immediate and long term financial goals.  

Location | Lively & Levack
Lively | 705-692-3635 ext 2013
Levack | 705-966-3451
Contact Celina

*Also performs the function of a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.
Sue, Branch Manager

Sue Whealon*

Branch Manager
I’ve been a financial advisor since 1998 and Branch Manager since 2019. My specialties are lending, especially progressive mortgages, and investments. I want to learn about your financial situation, your needs and goals, and work to earn your trust because it’s important to me that you’re comfortable and at ease when making financial decisions. 

Location | Lively & Levack
Lively | 705-692-3635 ext 2025
Levack | 705-966-3451
Contact Sue

Lively Branch of SCU

Cindy DiFilippo

Senior Financial Advisor
I was born in Sudbury and love our community. I specialize in personal lending, registered products and personal income tax. For me, taking into account your entire financial picture is the best way to give you the guidance and recommendations to reach your goals. 

Location | Lively
705-692-3635 ext 2011
Contact Cindy

Celina, Financial Advisor

Celina Martel

Financial Advisor
I’ve lived in the Sudbury area for over 30 years and enjoy the natural landscape and outdoor activities it has to offer.  As a financial advisor, I will always do what’s best for you and your unique financial situation.  I feel it’s best to look at your overall financial picture to determine how I can best assist you.  I look forward to working with you to meet both your immediate and long term financial goals.

Location | Lively & Levack
Lively | 705-692-3635 ext 2013
Levack | 705-966-3451
Contact Celina

Taryn, Financial Advisor

Taryn Stuart Rivard*

Senior Financial Advisor, PFP
I’ve been a financial advisor for almost 15 years, specializing in borrowing and investing. Your financial well-being is my priority and I work to find you the solutions and advice to achieve your needs and goals. 

Location | Lively
705-692-3635 ext 2012
Contact Taryn

*Also performs the function of a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.
Karen, Branch Manager

Karen Mathes-Cornell

Branch Manager
I’ve been in financial services for almost 25 years. I believe in listening to your short and long term goals to come up with a plan that aligns both effectively with your financial well-being as the main priority. To get there, I believe in developing a financial relationship with you that’s based on trust and respect — we really are a team that has the same goals. 

Location | Minnow Lake
705-566-8540 ext 6025
Contact Karen

Pat, Investment Specialist

Pat Brady*

Investment Specialist, CFP
I specialize in investment planning and have been a financial advisor for over 30 years. I believe in transparency and clearly laying out all of your options to find the investments that match your goals and risk tolerance.

Location | Minnow Lake
705-566-8540 ext 6014
Contact Pat

Kim, Financial Advisor

Kim Goegan

Financial Advisor
I’ve been with Sudbury Credit Union for 21 years and I believe in developing real relationships to foster trust and that leads to the best results for your finances. Your needs and goals are my priority — my focus is your financial well-being.

Location | Minnow Lake
705-566-8540 ext 6012
Contact Kim

Carla, Financial Advisor

Carla Harrison

Senior Financial Advisor
What I love most about Sudbury is the friendliness of our community. Being a financial advisor for almost a decade here in Sudbury, I believe in always being available and open to listen and talk through your finances. I specialize in lending, investments, estate planning and retirement planning, and it’s my pleasure to help you achieve your financial goals.

Location | Minnow Lake
705-566-8540 ext 6011
Contact Carla

*Also performs the function of a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.
David, Branch Manager

David Blackburn*

Branch Manager, PFP
I’ve been in financial services for nearly 30 years, and I specialize in investing. I take a holistic approach in reviewing and making recommendations to your financial situation. It’s important to make sure a change to one area of your financial life doesn’t negatively affect another area when working towards your financial goals.

Location | New Sudbury
705-566-2931 Ext 5025
Contact David

Kelly, Financial Advisor

Kelly Ball

Financial Advisor
I’ve lived in Sudbury my whole life and have been a financial advisor for 21 years, focusing on lending, term investments and estates. It’s very important for me to have your trust and I work hard to earn it by being open, honest and direct. 

Location | New Sudbury
705-566-2931 ext 5013
Contact Kelly

John, Financial Advisor

John Dainton*

Financial Advisor
I specialize in lending, investments and planning with a personal and open approach. I know that you are not like any other member and that you need a different approach than someone else. It’s important to me that you know your options and that your financial decisions are as easy and comfortable as possible. 

Location | New Sudbury
705-566-2931 ext 5014
Contact John

Nadine, Financial Advisor

Nadine Landry

Financial Advisor
I was raised in Sudbury and I love our community. As your Financial Advisor, I can help with all your growing financial needs, including monthly budgets, mortgages, student loans, and investing for retirement. I enjoy working on all portfolios, especially helping families reach their financial goals and feel secure in their financial well-being. I also speak French.

Location | New Sudbury
705-566-2931 ext 5011
Contact Nadine

*Also performs the function of a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.
Erin, Branch Manager

Erin Martin*

Branch Manager
I’ve lived in Sudbury my whole life and I’ve been here at Sudbury Credit Union since 2006. I focus on personal banking, investments and credit products. I believe in good, honest conversations about your whole financial picture to set attainable targets that will, in the end, help you achieve your financial goals.

Location | South End
705-522-5550 ext 3025
Contact Erin

Kirk, Financial Advisor

Kirk Sherman

Financial Advisor
I’ve been a financial advisor for 7 years and am completing my Personal Financial Planning designation through the Canadian Securities Institute. For me, it’s critical to fully understand your needs so that I can give you the best guidance and solutions. Really knowing your situation is the best way I can help you reach your financial goals, and that’s what is most important to me.

Location | South End
705-522-5550 ext 3012
Contact Kirk

Tom, Financial Advisor

Tom Yeo

Financial Advisor
I’ve lived in Sudbury all my life and have been here at Sudbury Credit Union for 14 years. Specialising in mortgages, personal loans, lines of credit and investments, it’s important to me to get to know your financial needs, goals and dreams so that I can find the right ways to help you achieve them.  

Location | South End
705-522-5550 ext 3011
Contact Tom

*Also performs the function of a Mutual Funds Investment Specialist, Credential Asset Management Inc. Mutual funds are offered through Credential Asset Management Inc.

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