Wealth management isn't only for the wealthy.

Wealth Planner, Gulf & Fraser, Aviso Wealth

Having been in the financial services industry for well over two decades, David has seen many market ups and down. He believes that having a diversified portfolio and staying the course is the best solution in reaching your financial goals.

Financial Planner, Gulf & Fraser, Aviso Wealth

Tyler has over a decade of experience in the financial services industry. He specializes in providing members with personalized, tailored advice and has helped countless people meet their unique financial goals.

Financial Planner, Gulf & Fraser, Aviso Wealth

Jennifer works with members to help them identify the things that are most important to them, build actionable plans to achieve their goals and foster peace of mind and confidence in their financial future.

Financial Planner, Gulf & Fraser, Aviso Wealth

Anand has worked with credit union members for over 20 years, helping them discover their financial goals and creating a roadmap to achieve them. With his education and experience, he believes the path to success begins with a solid financial plan.

Wealth Planner, Gulf & Fraser, Aviso Wealth

As a Credential Securities Wealth Planner, Scott offers a full array of mutual funds* and develops personalized financial and tax-efficient investment strategies to help you achieve your financial goals.

Financial Planner, Gulf & Fraser Insurance Services Ltd., Aviso Wealth

Karen has worked in the financial services industry since 2009 and specializes in retirement income planning, wealth accumulation and estate planning. She has a passion for helping members uncover their needs and achieve their goals.

Financial Planner, Gulf & Fraser, Aviso Wealth

Steven Brar is an experienced Certified Financial Planner (CFP) with a successful history of providing comprehensive financial advice for wealth management. He offers an in-depth knowledge of industry products, services, and best practices.

Wealth Planner, Gulf & Fraser, Aviso Wealth

As a wealth planner, Cory listens to find out what you value most. He provides investment strategies tailored to help you reach your goals and always avoids using “investment jargon” when speaking with you.

Wealth Protection Planner

Jeanie strives to provide customized advice for each member’s unique financial situation. She specializes in retirement income planning and wealth accumulation, offering solutions to generate return and tax-efficient income.

Wealth Protection Planner

Gulf and Fraser Insurance Services Ltd.

Steve has nearly two decades of experience in financial services and has spent the last 10 years specializing in insurance. As a Certified Health Specialist (CHS), he gives specialized advice on disability, critical illness, and long-term care insurance.

Wealth Specialist

Gulf and Fraser Insurance Services Ltd.

Sina provides financial advice to our members—whether that’s guidance on using credit cards, choosing life insurance, or investing. He works closely with members, answering their questions and guiding them towards building wealth.

Investment Specialist, Gulf & Fraser, Aviso Wealth

Diana's goal is to empower you with the confidence that comes from understanding your overall financial position. She'll help you identify opportunities and obstacles that may change the path towards reaching your goals.

Investment Specialist, Gulf & Fraser, Aviso Wealth

Mike’s focus is helping you reach your long-term financial goals. He creates financial plans with respect to each member’s unique financial situation, time horizon, life stage, and the level of risk they are willing to take to achieve their goals.

Investment Specialist, Gulf & Fraser, Aviso Financial Inc.

Sina loves building genuine relationships with members and assisting them on their financial journeys. He finds true satisfaction in providing them advice to become more financially confident, ensuring they thrive in all aspects of their life.