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understand your next steps

We can help you build wealth for tomorrow’s dreams - today.

Invest in your next big milestone, your way. We give you straight-up, honest advice you can actually understand. And a financial plan (for now, retirement and beyond!) for how to get there.

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Invest in what matters and get up to $5,000*!

*Terms and Conditions apply

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Our commitment to you:

Listen to your needs, wants and concerns
Ask you the right questions
Measure your investment performance
Explain our recommendations in plain language
Share financial literacy with you
Give you the option to review the risks
Fully explain all costs and fees
Contact you to set regular meetings
Return your call or email promptly

Secure. Guaranteed. Always.

Our high interest Guaranteed Investment Certificates (GICs) offer you peace of mind on your return.

Get into the market. Today.

Our team of dedicated Wealth Advisors with Aviso Wealth will serve you both digitally and in person, and help you choose investments that align with your milestones.

Want to get more out of your existing investment portfolio?

Work directly with your personal Financial Advisor with Aviso Wealth, to design an retirement plan (and beyond!) made just for you*.

Write your own future with ease.

Prefer to invest online DIY-style? Choose from Guided Portfolios or Direct Investing with our partner Qtrade and enjoy low trading fees*.

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

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.

Qtrade Guided Portfolios is 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. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P. The Managed Portfolios are distributed by Aviso Wealth. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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.