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ACU Wealth Management

A personalized approach to reaching your financial goals.

Whether you’re saving for retirement, your child’s education or a special purchase, your goals are within reach! ACU' Wealth Management and Aviso Wealth advisors can help you invest your way, with a full range of investment options and accounts, supported by a personalized approach that reflects your values and helps you do more with your money.

ACU Wealth Management

Access trusted wealth management advice from our experienced and knowledgeable Aviso Wealth advisors, who offer personalized investment guidance with your goals and values in mind. Whether you’re a seasoned investor or just starting your wealth journey, Aviso Wealth empowers you to invest in ways that align with what matters most to you, including socially responsible investing options that support positive environmental and social impact.

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A complete approach to wealth management

  • Investment planning tailored to your lifestyle and goals
  • Establishing your financial roadmap through current and projected cash flows, budgeting, net worth and debt management
  • Investment management services that include a wide range of plans, products and account types—RRSPs, TFSAs, RESPs, RDSPs, mutual funds, equities, bonds, exchange-traded funds (ETFs) and more
  • Access to a carefully vetted portfolio of socially responsible investing (SRI) vehicles and products
  • Estate, legacy and tax planning strategies
  • Planning for your retirement with RRSPs, RRIFs, locked-in plans or pension transfers
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Financial advice and guidance

Get the most out of your investments and savings with a financial health check-up.

Our wealth management advisors are here to help with everyday investing and savings needs, like opening GICs, TFSAs, RRSPs, RRIFs and other registered plans. You don’t need to be an experienced investor to get started.

Whether you're looking to pay off debt, save for a home, build an emergency fund or plan for retirement, we’re here to help you make smart financial decisions that support your goals.

Book your appointment today!

Why work with ACU Wealth Management and Aviso Wealth

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Local and values-based

As a member-owned, B Corp® organization, we prioritize the well-being of our members and the communities we serve

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Wealth your way

We provide a comprehensive approach to investment planning that takes your individual goals, circumstances and dreams into account, with a full suite of products to support you at every stage of your wealth journey.

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Guidance you can trust

Our advisors are here to support you with honest advice and a focus on your financial success now and over the long-term. With expertise in SRI strategies, they help ensure your investments align with both your financial goals and your personal values.

Ready to start investing with confidence?

Book an appointment with our Manitoba-based wealth management advisors in person, by phone or through a video meeting. 

Book an appointment
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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
 
Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.