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Introducing Aviso Financial
Your money is important to you, and it’s important to us too.
That’s why we’ve partnered with Aviso, a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.
Our Aviso Wealth Advisor attends all of our service locations, providing investors with expert advice and guidance on growing and protecting their money.
Here at Diamond North Credit Union, we offer investors access to the following Aviso services:
For advice in building a financial portfolio of mutual funds,
stocks, bonds and other investment options.
To protect against the unexpected, or to plan your estate.
Growing and preserving your money
Your idea of what it means to be wealthy is likely different from everyone else.
It may mean owning property, spending more time with family and friends, or traveling the world. No matter how you define wealth, our goal is to bring more of it into your life — and that starts by contacting one of our Wealth Specialists.
A Wealth Specialists will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there.
Talk with us today about:
- Portfolio reviews
- Retirement savings and income
- Estate planning
- Business succession planning
- Education planning
Reaching your financial goals is easy. It begins with a conversation.
All the vital parts of a complete financial plan
Talk to our knowledgeable Wealth Advisor about:
- Protecting your finances
- Estate planning
- Segregated funds
- Annuities
If your needs are more complex, our advisors also work with an extended team of experts in the areas of philanthropy, pension and trust services and tax, legal and accounting services.
