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Meet Corilee. She's an expert.
Meet Corilee. She's an expert.
Get professional and local investment advice tailored to you
Corilee Blanchard, PFP, RIS
Mutual Fund Investment Specialist
Aviso Wealth
Years of experience: 28+
Service areas: Agassiz & Chilliwack
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
My sincere desire is to see members enhance their financial health and achieve their goals. I hold designations as a Personal Financial Planner (PFP) and Responsible Investment Specialist (RIS) with more than 28 years of experience in financial services and have developed an in-depth understanding of all facets of financial well-being.
I believe in a holistic approach to financial planning, focusing on education and breaking down goals into achievable steps. By providing guidance and support, I aim to empower members to take control of their financial futures and make informed decisions.
I believe in a holistic approach to financial planning, focusing on education and breaking down goals into achievable steps. By providing guidance and support, I aim to empower members to take control of their financial futures and make informed decisions.
Ready to talk?
How to reach us
Call our Member Service Centre
Contact tech support
Available 24/7
1 888 884 4430
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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.