Managing your money can be challenging, especially when you think about the long term.
You may have goals like retiring comfortably, owning a home, or getting out of debt,
but you may not know how to achieve them. That's where a financial advisor can help.

A skilled financial professional offers an objective view based on expertise and experience.
They can help you find investment income opportunities you might not know about.
We help clients plan and protect their financial future. We provide the advice,
guidance and solutions that help you grow and safeguard your wealth.

What’s covered by your fee?

Premium Wealth Services Access to our wealth services team's expertise Comprehensive investment and retirement planning Will and estate consultation  Business succession planning  Advice on corporate re-organization  Family wealth management  Access to proprietary and third-party investment products  Report and Review  Monthly statements (when trading activity occurs) Annual consolidated tax reporting  Regular scheduled portfolio reviews

Money Management  Continuous personal advice Buy/sell recommendations  Portfolio monitoring  Portfolio rebalancing  Automatic contributions and withdrawls (when needed) Automatic plans for mutual fund purchases or redemption  Electronic funds transfers  Certificate validation  Interest on cash balances  Commissions - free trades (up to allotted maximum)  Avisio Online  Secure 24/7 account access and a consolidated view of all your investments  Electronic statements stored for seven years when you register for eServices

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

The Managed Portfolios are distributed by Aviso Wealth. Referral fees, commissions, management fees,and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently, and past performance may not be repeated.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.