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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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.