Heili Orav

Heili Orav has an extensive background in wealth management and financial services, currently serving as the Manager of Wealth and Estate Services at Northern Birch Credit Union since June 2014. Responsibilities include overseeing investment services, managing regulatory filings, coordinating marketing campaigns, addressing client inquiries, and administering estate matters. Previously, Heili held the position of Mutual Fund Investment Specialist at Aviso Wealth, effectively managing investment portfolios for over 100 clients. Earlier experience includes serving as an Investment Specialist at Estonian (Toronto) Credit Union, where contributions included daily banking support and policy development. Heili holds an MBA in Strategy, Marketing, and Financial Services from the Schulich School of Business at York University and a Bachelor of Arts in History from Queen's University.