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Aviso Managed Assets

Premium wealth management designed with you in mind.



Exclusive to Aviso Wealth Investors
Aviso Managed Assets Program* offers a range of sophisticated, premium portfolio solutions that meet the unique, often complex, and evolving needs of affluent investors, while being simple to administer.


Three unique options

Your financial advisor will help you determine which solution is right for you.


Each portfolio is constructed and managed by professional investment managers. With Aviso Managed Assets Program, you have a wide range of experts working on your behalf to help you meet your investment goals.
Pooled Portfolios
Beyond mutual funds: Premium expertise, lower cost.


Suitable for investors looking for ongoing investment oversight by pension-calibre investment managers.

  • 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
Premium investment portfolios with big advantages


Suitable for investors who like to “look under the hood” and see the individual stocks in their portfolio.

  • 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
It’s personal: Custom-built solutions for large and complex portfolios.


Suitable for investors who need a precise, customized strategy for their unique needs and goals.

  • 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

Sean Purdue

CFP®, FCSI, CIWM, CIM, CLU
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc

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

tony.gill@avisowm.ca
T 306 842 9571

We're ultra-local & here to help!

Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. OnPoint Pooled Investments, OnPoint Managed Portfolios, and the Credential Managed Account are distributed by Aviso Wealth.
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