Every journey starts with a plan

Start yours with a 1% cash bonus. 

Transfer $10,000 or more from another financial institution to Aviso Wealth through SCU Wealth and receive a 1% cash bonus, up to $5,000*. Plus, we'll refund the transfer-in fee up to $250.*

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

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Helping you achieve your goals

Whether you’re just starting out or well on your way, our team of wealth advisors with Aviso Wealth will take the following steps to help you build solutions to reach your goals:
  1. Meet with us: Explore what’s important to you for your future
  2. Analyze your situation: Review all the pieces of your complete financial picture
  3. Develop solutions: Explore strategies and decide next steps together
  4. Implement the plan: Execute your financial strategies based on our plan
  5. Review, monitor and evaluate: Meet up regularly to check in and fine-tune your strategy

Ready to take the next step?
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Serving all of your investment needs

When it comes to investing, there’s no one-size-fits-all approach. We can help you with:
  • Comprehensive, customized investment and retirement planning
  • Estate preservation
  • Business succession planning
  • Ongoing personal advice

Talk to our wealth team to explore your investing options.
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Building personal connections

We believe that wealth management is all about relationships. By connecting with you personally and getting to know your individual goals, we’re able to see the bigger financial picture and provide tools and solutions that guide you on your road to financial freedom.

Our wealth team is a group of specialized advisors who offer advice and guidance to serve every level of investor, whether you are looking to grow your wealth, meet your investment and retirement goals, or leave a legacy for loved ones.

Let’s start building your wealth.™
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Receive expert advice with our free webinars

Join us online on the second Wednesday of each month for a webinar on a variety of financial topics including retirement readiness, estate and tax planning, tips for budgeting, and more.

Visit our events page to see a calendar of upcoming webinars.

See upcoming events

“He turned this stressful thing into a journey we felt excited about.”

When these members received unexpected news, our Aviso Wealth advisor was there to give them peace of mind and confidence that their retirement goals were within reach.

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