Aviso Wealth & Aviso Insurance Inc.

About Us

Aviso Wealth and Aviso Insurance are the wealth management arms, available to members of Synergy Credit Union that specialize in insurance and investment planning.

Our Senior Wealth Advisors with Aviso Wealth specialize in holistic planning for individuals at all life stages, offering tailored investment portfolios to address the complex needs of those who have accumulated substantial wealth. We believe in taking a comprehensive approach to financial management that considers every aspect of our members and clients' financial well-being to help them achieve their long-term goals and navigate through life's milestones with confidence.

As Aviso Insurance Specialists, we are dedicated to understanding your unique insurance needs. Offering a range of services, our goal is to provide personalized solutions to protect you and your loved ones during life's unexpected challenges.

Aviso Insurance Inc. offers:

• Life Insurance
• Critical Illness
• Disability coverage
• Segregated Funds
• Annuities

Partner with us today to embark on the journey toward your financial success.


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. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.