Member notice:
Our Cloverdale branch will be closed today due to a planned power outage by BC Hydro. We apologize for any inconvenience. If you require assistance, please call our Member Service Centre at 1 888 440 4480 or visit a nearby branch.
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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.
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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
Okanagan
Mission Park, Penticton, Prospera Centre (Kelowna) or Vernon
Davion Hutchinson
How to reach us
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Available 24/7
1 888 884 4430
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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.