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Luisa Santopietro, B.Sc., CFP, CIM, RIS, is an experienced financial professional currently serving as a Senior Financial Planner and Community Wealth Advisor at Meridian Credit Union since June 2018, where responsibilities include providing comprehensive financial planning and services. Luisa also operates as an Investment Advisor with Credential Securities, offering mutual funds and related financial planning services. Prior experience includes roles as an Associate Financial Advisor at The Co-operators and a Financial Services Representative at Meridian Credit Union, along with consulting at Investors Group. Luisa’s background in customer service spans positions as a Senior Key Holder at both Ben Moss Jewellers and Bitter Sweet Jewellery. Luisa holds a Bachelor of Science in Psychology from the University of Toronto and a graduate certificate in Financial Planning and Services from Humber College.