Credential Financial Strategy

Aviso Wealth is a trusted financial advisor located in Kensington Prince Edward Island. They specialize in offering personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships Aviso Wealth provides expert guidance tailored to the unique needs of each individual or business. Generated from this place's information

Logan McLellan is a seasoned financial advisory firm based in Summerside, PE, specializing in active pension management across multiple provinces, including Alberta, British Columbia, New Brunswick, Newfoundland, and Prince Edward Island. With over three decades of experience, they are dedicated to assisting Canadians in making informed pension decisions, leveraging a strategic partnership with one of Canada's largest Managing General Agencies to offer a wide array of Segregated Fund solutions. The firm excels in managing the transition of clients' pension options from previous employers into individually managed solutions, unlocking the potential of dormant accounts such as LIRA, LRSP, and LIF. Additionally, Logan McLellan provides customized insurance options and collaborates with various group retirement solution providers to structure competitive plans for businesses across Canada. Generated from the website

Located in Summerside PE Aviso Wealth is a dedicated financial advisor offering personalized services to help clients achieve their financial goals. With a focus on investment strategies retirement planning and wealth management they provide expert guidance tailored to individual needs. Their experienced team is committed to building lasting relationships and ensuring clients feel confident in their financial decisions. Generated from this place's information