Personal Advice

Fueling your success

The perks & privilege of personal advice

Working with one of our investment advisors through Aviso Wealth can help you:

Reach your goals faster

What matters to you, your dreams and goals, should be at the centre of all your financial decisions. We'll help you keep it there. When you start with what is most important to you, making the right choices becomes uncomplicated: even effortless.

Make better & brighter investment decisions

The right investment choice for you, your dreams and goals is dependent on your
  • investing knowledge
  • tolerance for risk, and 
  • timeline
We'll help you choose an investment strategy that is tailored to meet your goals given the level of risk you are comfortable with. As your life changes and evolves, we'll help make sure your investment strategy evolves with it. 

Build your know-how & your confidence.

We believe in building your financial know-how and confidence so you are empowered to make better and brighter financial decisions to achieve your life goals. We put you in control of your financial future. We give you access to experts you can trust because they are local and they care about you and your dreams. 
Anyone can purchase an investment. But studies show that investors who recruit the help and support of a financial professional accumulate significantly more wealth, are better protected, and are far more prepared for retirement and unexpected events than those who do not.
We'd love to help you make better, brighter, more informed choices about your money. We want to help you feel confident about your financial future.

Value of Advice

Getting to your financial goals is easier with a little help.


Anyone can purchase an investment. But studies show that people who invest with the help and support of a financial professional build more wealth, are better protected, and are better prepared for retirement as well as life's unexpected events than those who do not.

Convenient
We help you simplify your life by taking care of all of your financial needs in one location. 

Values-based
Access to Responsible Investment (RI) options, so you can do well, while doing good. Studies show that RI investments offer competitive returns and lower risk.

Knowledgeable
We have the experts on hand to meet your needs - whether traditional banking and borrowing*, or more complex estate planning or protection needs.

Unbiased
Our role is to provide professional, unbiased advice about how to best achieve your financial goals.

Personalized
We promote peace of mind by helping you create a plan specific to your unique situation.

This content was originally published by Credential in Value of Advice published 02/20.

Meet the Team

With personalized guidance, you gain more than just wealth; you gain the clarity, confidence, and direction to create the future you’ve always envisioned.


Each member of the Aviso team offers unique expertise to support your financial journey. Investment Specialists focus on growing and managing your assets, providing tailored strategic advice to help you build a solid foundation and achieve your investment goals. For clients with more complex financial situations, Senior Wealth Advisors deliver advanced insights and personalized strategies to navigate intricate challenges. Together, they ensure you receive the right guidance at every stage of your financial path, all committed to helping you realize your aspirations.

Clarissa Welsh

BBA

Investment Specialist
Aviso Wealth
T 306 842 9556


Darla Brenholen

WC, CEA 

Investment Specialist
Aviso Wealth
T 306 842 9569


Jordan Rederburg

B.A. Econ, CFP®

Senior Investment Specialist
Aviso Wealth
T 306 842 9553


Tony Gill

BBA, CFP®, CIM®, CLU®, FCSI®


Senior Wealth Advisor
Aviso Wealth
T 306 842 9571



Sean Purdue

CFP®, FCSI, CIWM, CIM, CLU


Senior Wealth Advisor
Aviso Wealth
T 306 842 9554


This is the beginning of a beautiful partnership.

All about you

Your best interests always come first here. Because we run on principles rather than generating profit, our advice is based exclusively on enriching your financial well-being.

Dedicated experts

When you invest through Aviso Wealth, you have the backing of passionate, specialized experts who constantly work to enhance how they can support you.

Jargon-free support

Investing doesn’t have to be complex. We breakdown the jargon, explaining all your options so you can make informed decisions about what’s right for you.

Here to help

You won’t get lost in the shuffle at Weyburn. When you have questions, you’ll get answers fast from experts who tailor their advice to you.

We're ultra-local & here to help!


Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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