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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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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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Meet our Certified Financial Planners®
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
Investment Specialist - Aviso Wealth
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.
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc
E sean.purdue@avisowm.ca
T 306 842 9554
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!
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc
E tony.gill@avisowm.ca
T 306 842 9571
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.
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