Secure rates with the flexibility to access your funds.
Short-to-long-term investing. | |
Great for saving for short term goals and earning a guaranteed interest rate. |
Expand your investments with professionally managed mutual funds and the expert advice of a
Certified Financial Planner® Professional.
Long-term investing. | |
Ideal for diversification and greater growth potential. |
RRSPs, TFSAs, FHSA's and RRIFs provide retirement savings with tax benefits.
Short-to-long-term investing. | |
Tax-deferred compounding grows your retirement savings faster. |
Meet with our
investment specialist
Create a plan that
includes your pensions
and other assets
Build on your successes,
and plan for new life
stages and priorities
CFP®, CIM®, RIS, BA
Mutual Fund* Investment Specialist - Aviso Wealth, a division of Aviso Financial Inc.
Manager, Financial Planning - Community Savings Credit Union
Certified Financial Planner® Professional
Email Phi today!
604-230-8657
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
© Community Savings Credit Union. All rights reserved.