Advice plans.
Meet with one of our advisors and leave with a plan tailored just for you.
An advice plan is right for you even if:
You don’t think you have enough to invest
If you’re just starting out, an advice plan can help you manage debt, savings and expenses, and take action to move closer to living the life you want.
You try to maintain a monthly budget
If you feel like you’re doing “ok”, but don’t have a true plan, an advice plan can help give your budget some fresh dimension.
You already invest for your goals
If you’re already investing, an advice plan can uncover new options, so you don’t have to choose between your short and long-term goals.
You don’t have any particular goals
If you’re not struggling with anything dire, and doing your best, an advice plan can be a health check-up for your wallet.
Those who follow a plan have a net worth of 2.7x greater than those who don’t.
Source: Strategic Business Insights MacroMonitor 2020–2021 Report
What’s in an advice plan.
It’s always completely free to meet with our professionals and get advice. We’ll give you:
Simple, meaningful insights
We’ll look at your financial data to help you find a clear path toward your financial goals. If you don’t have any goals, we’ll share some ideas based on your situation.
“What if?” scenario analysis
We’ll help you avoid unwanted surprises and make more informed decisions by stress-testing financial scenarios to assess the potential impact of market fluctuations, big purchases, and more.
Goal tracking and monitoring
You’ll get detailed metrics and customizable dashboards to help you track your goals and monitor your progress towards achieving them.
No jargon, just action.
Meeting with an advisor can sometimes feel like a burden when you’re not sure what you’ll get out of it. Rest assured, we’re not all talk. Our advisors will help you identify real steps you can take to meet your goals.
Here are some examples of actions our members have taken away from their advisor meetings:
- Start saving $800 monthly in a non-registered account to be able to buy a vacation property by the time their kids graduate high school
- Consolidate their student loan debt on a line of credit with a plan to pay it off within 10 years
- Begin monthly RRSP savings of $335 today to be able to retire at age 65
The individual plan, actions, timing, and calculations we make for you will reflect our session and conversations together.
Guidance that grows with you.
Choose an appointment type that matches your situation. If you already have an advisor, you can look them up in our directory.
Starting to invest
- Get simple and introductory financial advice and investment planning needs
- Invest with mutual funds* and term deposits, with a focus on socially responsible investments
- Receive long-term needs analysis as your life changes
Already saving
- Get personalized planning for life’s events with a focus on long-term results
- Invest with a wider selection of mutual funds,* low-cost ETFs,* tax-advantaged options, fixed-income instruments and other investment types
Complex goals
- Tap into advanced wealth management strategies to grow and minimize tax liabilities
- Access a full range of tailored planning services, investment tools, and solutions
- Access actively managed pooled funds* that offer unique pricing and diversification benefits
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.