Financial Planning
Helping you create the life you want, no matter where you start.
Planning personalized to your life
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Simple processCreating a financial plan can seem daunting, but our specialists make it easy. They’ll sit down with you for a simple chat, learn about your life, so they can tailor a plan to your goals.
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Certified specialistsOur local team are certified experts in their field, with years of experience helping individuals and businesses create practical financial plans that secure their future.
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Clear, comprehensive supportWe don’t use jargon. Your financial plan will not only cover everything you need, but it will also be easy to understand and put into action to achieve your goals.
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Proactive approachFinancial planning shouldn’t be a one and done process. Be it a job change, a baby or retirement approaching, our experts keep in touch to ensure your plan stays relevant to you.
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We’ll guide you through the planning process
1.
Get to know you
2.
Collect & analyze
3.
Create your plan
4.
Review & adjust
What does a financial plan include?
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Investment PlanningManaging your investments based on past experience, attitudes, objectives, times horizon, risk tolerance and need for income.
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Tax PlanningYour current and future tax obligations and strategies to minimize or defer taxation on personal and/or business income.
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Retirement PlanningA plan for your post-employment financial well-being, comparing your desired retirement lifestyle with retirement assets, planned savings, expected sources of income and return on investment.
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Estate & Succession PlanningEstate planning includes arranging for payment of expenses and obligations after your death, as well as transferring your wealth and other assets to successors as specified in and outside your will.
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Insurance & Risk ManagementStrategies to minimize your exposure to unexpected financial loss due to death, health issues, property damage, business and other risks.
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Financial ManagementYour current and projected future financial position, including cash flow (the balance of what you’re earning, spending and saving), budget and net worth.
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- Tax return
- Investment statements
- Financial statements
- Pension statements
- Insurance policies
- Estate documents
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
Senior Investment Specialist - Aviso Wealth
E jordan.rederburg@weyburncu.ca
T 306 842 9553
Senior Investment Specialist - Aviso Wealth
E jordan.rederburg@weyburncu.ca
T 306 842 9553
Senior Investment Specialist - Aviso Wealth
E jordan.rederburg@weyburncu.ca
T 306 842 9553

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
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc.
E sean.purdue@avisowm.ca
T 306 842 9554
Sean began his career in financial services in May 2003, focusing on consumer lending. In 2005, he followed his passion and transitioned into Wealth Management. Currently, Sean serves as a Wealth Advisor with Aviso Wealth. As a Certified Financial Planner (CFP®) with extensive experience, Sean provides comprehensive guidance to help clients navigate all aspects of their financial affairs.
Sean specializes in supporting small business owners and family farm operators who are increasingly building wealth within their corporations. His expertise in investment strategies and tax planning enables him to develop tailored solutions for corporate entities. Additionally, Sean has considerable experience managing the complexities of various pension plans.
Sean resides in Weyburn with his wife, Dawn, and their three children. In his free time, he enjoys traveling, camping, and actively participating in his children’s activities. Sean believes in making his community a better place. He has been active in a number of community initiatives and currently sits on the board of two local non-profit organizations.
https://www.ciro.ca/office-investor/know-your-advisor-advisor-report
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc.
E tony.gill@avisowm.ca
T 306 842 9571
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