- Investment Management – Invest well with your unique lifestyle needs in mind
- Financial Planning – Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
- Business Planning – Protect your business or plan your succession strategy
- Retirement Planning – Build a retirement plan tailored to you
- Estate Planning – Create an estate plan that reflects your values
- Insurance Planning – Create peace of mind knowing your loved ones are protected by insurance
Talk to one of our experienced financial advisors
David L McCracken
Wealth Advisor l Aviso Wealth
Insurance Advisor l StellerVista MoneyWorks
Sheldon Craig, CFP®
Wealth Advisor l Aviso Wealth
Insurance Advisor l StellerVista MoneyWorks
Colleen Andersen
Investment Representative l Aviso Wealth
Administrative Coordinator l StellerVista MoneyWorks
Make the most of mutual funds
Mutual funds* are a great way to diversify your portfolio, with many different categories to choose from.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Wealth Inc. StellerVista MoneyWorks is a division of 0948859 B.C. Ltd. which is a jointly owned subsidiary of StellerVista Credit Union & Nelson and District Credit Union. 0948859 B.C. Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrolment and applicable legislation. The products sold through 0948859 B.C. Ltd. are not guaranteed or insured by a deposit insurer.
