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Aviso Wealth | Aviso Insurance

Wealth Advisor & Insurance Specialist

Our partner representative at Aviso Wealth customizes investment advice and financial planning services to individuals and families. She can help you manage and grow your wealth through tailored strategies that will provide financial freedom and preserve your legacy.

Our partner specialist at Aviso Insurance Inc. plays a crucial role in helping families and businesses safeguard their financial future by assessing their needs and recommending appropriate insurance strategies. She ensures that you have adequate coverage to protect against events like death, illness and disability.

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

Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Emily Meyer

B.Comm, CFP®, RIS
Wealth Advisor | Aviso Wealth
Insurance Specialist | Aviso Insurance Inc

When you work with me, I’ll help you optimize how you save and access your money. I provide a clear roadmap of what your financial future could look like and offer strategies to simplify estate settlement for your loved ones. Together, we’ll plan for life’s uncertainties while setting goals for a prosperous future.

Credentials/Education highlights:

  • Bachelor of Commerce (BComm)
  • Certified Financial Planner® (CFP)
  • Responsible Investment Specialist (RIS)

I can assist you with:

  • Investment planning
  • Financial planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Book an appointment with Emily

Email: emeyer@avisoinsurance.ca

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CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

®CFP is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

 Link Your Aviso Investment Account

See your everyday banking and your investments all in one place.

Online Banking:

  1. Sign in to online banking on a desktop computer or tablet.
  2. Navigate to ‘Accounts’ and click on ‘Wealth management accounts’.
  3. Click ‘Link Account’ and select Aviso Wealth.
  4. Enter your details (Client ID, last name, and postal code) and click ‘Continue’.
  5. Review the information you’ve provided.
  6. Click ‘Continue’.
  7. You will receive a one-time passcode either to your email or a text message. Enter the OTP and click ‘Continue.
  8. The wealth management account is now linked.
  9. Repeat steps 2-7 to link other wealth management accounts.

Mobile App:

  1. Sign in to online banking on your mobile app.
  2. Navigate to ‘Accounts’ and click on ‘Link account’ under ‘Wealth management accounts’.
  3. Click ‘Link Account’ and select Aviso Wealth.
  4. Enter your details (Client ID, last name, and postal code) and click ‘Continue’.
  5. Review the information you’ve provided.
  6. Click ‘Continue’.
  7. You will receive a one-time passcode either to your email or a text message. Enter the OTP and click ‘Continue.
  8. The wealth management account is now linked.
  9. Repeat steps 2-7 to link other wealth management accounts.

NOTE: Your accounts are view-only. For transactions, you’ll still sign in to Aviso directly.

AVISO

by Jan 7, 2025