The best financial outcomes don’t happen by chance—they happen by choice. If your current portfolio isn’t delivering the results you expected, it might be time for a second opinion. We offer strategies that are clear, personalized, and built to last. Your next step starts here.
Your financial situation and goals evolve—and your investments should too. If you are unsure whether your portfolio is performing as well as it could, or if you feel your current plan is too generic, waiting to take action could cost you.
A second opinion is a simple, no-pressure way to get a fresh perspective on your investments. It can uncover opportunities, reduce unnecessary fees, and help ensure your plan truly aligns with your goals.
You have the opportunity to meet with an Aviso Wealth Advisor who will work closely with you to explore the personal factors that shape your investment decisions — including your current financial situation, future goals, risk tolerance, and savings timeline. Through thoughtful conversation and a personalized approach, our experienced and knowledgeable Advisors will help you build a financial portfolio tailored to your needs. They’ll also consider important aspects such as tax implications and wealth protection strategies to ensure your plan is both effective and sustainable. Let us help you take the next step toward financial confidence and long-term success.
Aviso Wealth Investment Advisor
With extensive experience in Financial Services, Ben is dedicated to helping individuals and families achieve financial clarity and lasting performance results. He takes a personalized and holistic approach, working closely with members to design solutions that align with their unique goals, values, and life stages. Ben is known for his ability to simplify complex financial concepts, making it easier for clients to make informed decisions with confidence. Whether you're planning for retirement, navigating life transitions, or building long-term wealth, Ben is committed to guiding you every step of the way.
Learn more about your advisor through the CIRO Advisor Report.
Aviso Wealth Senior Investment Advisor
Peter believes in creating a positive, trusting relationship to develop the right plan to meet your financial objectives. Taking the time to understand your goals and all that influences your financial decisions, Peter delivers personalized, pragmatic, and proven financial guidance so you can do more with your money.
Learn more about your advisor through the CIRO Advisor Report.
Aviso Wealth Investment Advisor
An accomplished wealth consultant with over 25 years experience, Greg delivers customized recommendations based on his deep review of your needs and long-term financial goals. Greg also specializes in retirement and succession and estate planning for small business owners and professionals.
Learn more about your advisor through the CIRO Advisor Report.
Aviso Wealth Investment Advisor
Hassan brings a wide range of experience to his role as a DUCA Wealth Advisor, having worked for three other major financial institutions. Hassan is a PFP designation holder whose passion is to help Members meet their retirement and investment dreams.
Learn more about your advisor through the CIRO Advisor Report.
Aviso Wealth Investment Advisor
Peter has over 20 years of experience and a proven track record developing and executing wealth management strategies for families and individuals. Working closely with you to understand your circumstances, Peter recommends specific solutions to support your immediate and long-term financial priorities and goals.
Learn more about your advisor through the CIRO Advisor Report.
Aviso Wealth Investment Advisor
Russell takes great pride in ensuring his clients’ hard-earned capital is well looked after. Serving Members across the Toronto and Brampton regions, his goal is to understand what matters most to each individual before designing and implementing a customized investment strategy that strikes the right balance between growth and capital protection.
Learn more about your advisor through the CIRO Advisor Report.
We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with 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.
Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
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