Aviso Managed Assets
Premium wealth management designed with you in mind.
Three unique options
Pooled Portfolios
- Each portfolio is built using a pool of funds selected to match your personal investment objectives
- Six strategies ranging from Income to Total Equity, including a Fossil Fuel Free mandate
- One simple monthly fee based on account size
- Minimum account size: $50,000
Managed Portfolios
- Each portfolio contains segregated equities and pooled funds, managed by pension-calibre investment managers
- A variety of strategies ranging from Income to Total Equity, including ETF Managed Portfolios
- One simple monthly fee based on account size
- Minimum account size: $100,000 per strategy
Custom Managed Portfolios
- Each customized portfolio may contain stocks, bonds, pooled funds, and ETFs
- Unlimited combinations, with a variety of core and alternative mandates across multiple asset classes
- Access to a wide range of pension-calibre managers
- Assets are separately managed— not pooled—so investor owns the securities, resulting in tax efficiency
- One simple monthly fee based on account size Minimum account size: $150,000 per strategy
Meet our Certified Financial Planners®
You have aspirations – for what and who you care about, for today and for the future. But life is complicated and figuring out how to make those aspirations a reality can be hard.
You need a plan. A financial plan. CERTIFIED FINANCIAL PLANNER® professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.
Whether you have a pressing issue or just need some help getting started, CFP professionals have the knowledge, skills, experience and the ethics to help you build the financial plan that will let you live your life confidently.
Jordan Rederburg
B.A. Econ, CFP®
Wealth Management Rep. - Weyburn Credit Union
Investment Specialist - Aviso Wealth
Investment Specialist - Aviso Wealth
Sean Purdue
CFP®, FCSI, CIWM, CIM, CLU
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc
E sean.purdue@avisowm.ca
T 306 842 9554
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc
E sean.purdue@avisowm.ca
T 306 842 9554
Tony Gill
BBA, CFP®, CIM®, CLU®, FCSI®
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc
E tony.gill@avisowm.ca
T 306 842 9571
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc
E tony.gill@avisowm.ca
T 306 842 9571
Originally from Weyburn, Jordan returned to his roots in 2019 and has enjoyed helping numerous members improve their financial lives by providing consistent advice, pro-active communication, and taking the time to understand the hopes, fears, and dreams that drive his members. He lives with his wife Melissa in Midale and enjoys spending time with friends and family around Weyburn.
He is a proud holder of the CERTIFIED FINANCIAL PLANNER® professional designation.
Sean’s career in financial services began in May 2003 in consumer lending. In 2005, he pursued his passion and moved into Wealth Management. Currently, Sean is a Wealth Advisor with Aviso Wealth. As an experienced Certified Financial Planner (CFP®), Sean is equipped to help his clients navigate all aspects of their financial affairs. Owners of small businesses and family farms are increasingly accumulating wealth inside of their corporations. Sean’s investment and tax knowledge allow him to specialize in developing strategies for his client’s corporations and family trusts. He is also experienced in dealing with the intricacies of various types of pension plans.
Sean lives in Weyburn with his wife Dawn and their three children. In his down time, he enjoys travelling, camping and watching/coaching his kids’ activities. You can also find him at every Rider home game cheering on the Green & White!
Tony started with Weyburn Credit Union in 2008 and has since transitioned into a role with Aviso Wealth. He is a firm believer in lifelong learning and continuous professional development. He obtained a Bachelor of Business Administration (BBA) degree from the University of Regina majoring in Finance, received the Fellow of the Credit Union Institute of Canada designation (FCUIC), completed the Canadian Securities Course, and has achieved the Wealth Consultant designation (WC). His most recent accomplishment marked the completion of the final requirements to earn his designation as a Certified Financial Planner (CFP®).
Tony is originally from the Halbrite area. He and his wife, Nicole, and their two sons, Jacob and Joshua, have made Weyburn their permanent home. Tony spends his spare time visiting family and always enjoys taking in the latest releases at the movie theater.