With over 80 years of experience helping Ontarians realize their life goals through smart financial planning, our wealth management division, Avanti Investment Services™, in partnership with Aviso Financial Inc., is highly qualified to assist you with your financial planning, investment portfolio, and wealth management needs.
Investing
Financial confidence is a conversation away
Investing Advice and Wealth Management
We understand your financial situation continues to evolve, and so should your financial plan. Whether you are just starting to gain control of your finances or are farther along the wealth management spectrum, we provide advice and tailored solutions to support you along your unique financial journey.
Registered Investments
We understand the importance of registered investments as part of a well-rounded investment portfolio. Benefit from our comprehensive offering of investment vehicles designed to support your family’s future that are registered with the government and enjoy tax-deferral or tax-sheltered status.
Investment Products
Our range of investment products is designed to provide you with a diverse array of options to grow your wealth while minimizing risk. Whether you’re looking to save for retirement, a down payment on a home, or simply to build your financial security, we have a solution for you.
Online Investing
We understand that online investing is not about going it alone; it’s about having the autonomy to manage your finances while having a reliable partner by your side. Our partnership with Qtrade Direct Investing® – Canada’s #1 online investing platform – provides self-directed investors with options that allow you to create a portfolio that balances risk to your comfort level.
Meet Our Investment Team
Our Avanti Investment Services team, in partnership with Aviso Financial Inc., is made up of experienced advisors and experts who are committed to helping you make informed and strategic financial decisions. We understand that every member has unique goals and challenges, and we’re here to provide personalized guidance tailored to your individual needs.
Mutual funds and related financial planning services are offered through Aviso Wealth, a division of Aviso Financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.
