Avanti Wealth

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At Avanti, we take the time to understand what is important to you and help you achieve personal and financial success through our comprehensive, personalized approach to wealth management.

Whether your focus is on your family, your home, your health or your legacy, your priorities are uniquely yours. We’ll customize your wealth management portfolio to match you – helping you achieve your personal and financial goals.

From creating a comprehensive financial plan, to addressing your retirement, estate planning, insurance and investment needs, an Avanti Wealth Consultant will work with you to ensure your future is secure.


Why A Wealth Advisor

Our investment and financial planning team work with a wide range of clients including retirees, pre-retirees, business owners and those just starting out. We have the knowledge and expertise to help you plan your financial future.

Our service model, which involves regular face-to-face meetings and telephone conversations allows us to keep your investment plan current and on track as your life changes.

Click here to learn more about our staff


Personalized Planning

Getting to know you and your priorities is important to us. We take the time to learn about your past, present and future goals to build a portfolio reflective of your life.

Building Your Assets
We identify investment solutions that align to your changing needs so that we can develop real strategies to help build your assets.

Implementing Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Protecting what matters
You spend your whole life building a better financial future, so isn’t it equally important to protect it? We can help you protect what matters most to you.

Leaving a Legacy
We'll work with you to plan the transfer of your wealth to those who matter most to you after you’re gone.


The Avanti Advantage

Our team of seasoned Wealth Consultants have access to a wide variety of stocks, bonds, ETFs, GICs, mutual funds and separately managed portfolios to help fuel your investment portfolio.  Our comprehensive approach is backed by in-depth research and expertise, but most importantly our approach is personal.

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More than Wealth Management

Let us help you with all your financial needs. We work with WFCU Credit Union to give you access to the products and services including:


*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.  Credential Securities is a registered mark owned by Aviso Wealth Inc.  Mutual funds and securities related financial planning services are offered through Credential Asset Management Inc.
 

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