From investments to planning estates, we can help
Get what you need, when you need it
Starting out to starting retirement
Whether you’re just forming your financial goals or have more sophisticated needs and requirements, we’re here to help.
Getting started on your investment path
Is investing right for you? Talk to an advisor to learn how to get started.
Improving performance of your investment portfolio
Talk to your advisor to learn some strategies to boost your portfolio performance.
Planning for the retirement you envision
Get peace of mind by putting together a solid and tailored plan for your retirement years.
Catching up on retirement
No matter your age, there are ways to maximize your savings to prepare for retirement.
Optimizing your tax burden
Proactive tax planning can help you keep more of what you make with tax-efficient strategies.
Estate planning or dealing with a loved ones passing
Get a wide range of solutions to plan for the transfer of assets to the next generation.
Planning your charitable giving
Find out how to support the causes you care about through charitable giving.
Protecting your important assets
A properly constructed insurance plan will help you protect what matters most.
Let us help you
FINANCIAL CONSULTANTS
Seamless integrated services: putting your needs first
Start your financial journey with someone who focuses on understanding your situation – and who can bring in other experts as needed for a seamless integrated approach. You get:
- Unbiased and tailored financial advice
- Proactive solutions to things you may not have anticipated
- A combined team of experts with additional skills & advice to tap into
Financial Consultants
Our Financial Consultants are now available via phone and video conference for new and existing clients! Book your appointment here or expand the regions below to find an expert near you.
-
Alex Neufeld, BBA, PFP
-
Bora Milekic, BBA, QAFP
-
Hayley Burvill, BBA, CFP
-
Michael Li, BBA, CFP, CIM, FCSI
Legal:
*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
For your financial health
Our Learning Centre is dedicated to providing our members and communities with content focused on improving financial health.
-
How to budget when your income changes every month
If your income rises and falls throughout the year, budgeting can feel like a waste of time. We’ve put together…
-
Should you keep saving for retirement when everything feels expensive?
When day-to-day costs rise or an unexpected bill arrives, it can be tempting to put retirement savings on hold. Here’s…
-
How to talk to young adults about money
From that first real paycheque to managing spending to saving for a car or a weekend in Tofino, here’s how…