Ingenium Financial Service Inc

Aviso Wealth is a financial services company based in Kelowna, BC, providing a range of investment and wealth management solutions to individuals and institutions. With a focus on personalized financial planning and investment strategies, Aviso Wealth aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

Aviso Wealth, based in Kelowna, BC, offers tailored solutions to enhance wealth and financial security. With a focus on empowering individuals and businesses, Aviso provides personalized services to help clients achieve their financial objectives. As a certified Great Place to Work®, Aviso values a supportive culture that fosters exceptional results. The company boasts over $140 billion in assets under administration and management, showcasing its extensive experience in delivering wealth solutions. The President & CEO emphasizes the importance of a balanced approach in Canada's wealth management industry, blending technology-driven experiences with personalized human connections. Aviso prides itself on nurturing partnerships and providing innovative solutions to drive success for all stakeholders. Generated from the website content

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.