Wealth Planning
Meet our Investment Specialists
Lost in a sea of mutual funds and need advice about which will work best for you? Come see an Investment Specialist.
We’re on your team
We’ll work closely with you to understand your goals and then recommend an appropriate mutual fund portfolio. As your needs get more sophisticated, your Investment Specialist through Aviso Wealth. can refer you to an Investment Advisor.
What’s it like to work with an Investment Specialist?
When you meet with an Investment Specialist, it’s all about you. We want to get to know everything we can about your lifestyle, your goals, and your current financial situation. The more you tell us, the better we can advise you. We also love answering questions, so ask away!How can our wealth planning services help you?
Think of us as the employee you don't have to pay. We're committed to supporting your financial journey with relevant, forward-thinking recommendations. Get us working for you to help grow your wealth:
Mutual funds
Investment portfolio planning
Retirement savings and income planning
Education savings planning
Financial risk management assessments
Lower Mainland
River District or South Granville
Ty Alao
Burquitlam
Pouyan Hashemi
New Westminster
Lindy Homenick
Maple Ridge
Damon Hoy PFP, RIS
Abbotsford, Cloverdale or Langley
Garith Mill
Landmark
Raj Purohit
Grandview Central or White Rock
David Sigrist
Newton
Raman Takhar
Sunwood Square or New Westminster
Linden Thibault
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.