Member notice:
Please be advised that our Okanagan branches will be closing early on April 24. Vernon and Penticton branches will close at 3 pm and Kelowna branches at 4 pm. Please contact our Member Service Centre at 1 888 440 4480 if you require assistance. We apologize for any inconvenience this may cause.
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Meet Lindy. She's an expert.
Meet Lindy. She's an expert.
Get professional and local investment advice tailored to you
Lindy Homenick
Mutual Fund Investment Specialist
Aviso Wealth
Years of experience: 12+
Service areas: New Westminster
Languages: English
Book a free 30 minute virtual or in person investment consultation.
Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
- Estate and legacy planning
- Generating regular income
- Managing debt
- Planning for retirement
- Saving for children’s education
- Investment strategies
- Risk management
- Estate and legacy planning
- Generating regular income
- Managing debt
- Planning for retirement
- Saving for children’s education
- Investment strategies
- Risk management
I have more than 12 years of experience in wealth planning and financial services. I am committed to ongoing learning and stay current with investment and financial knowledge. After listening to the needs and goals of members, I provide tailored recommendations. I care deeply about members and have a strong desire to ensure they are educated on their financial situation, understand their options and make the best decisions for their personal goals and needs.
Ready to talk?
How to reach us
Call our Member Service Centre
Contact tech support
Available 24/7
1 888 884 4430
Send a support email
Send us an email
Meet online or in person
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.