Bank where you’re more than a number
Get the personalized financial support you deserve at Lake View.
Get the personalized financial support you deserve at Lake View.
It's time to start enjoying the retirement you've earned.
Our Aviso Wealth Management specialists offer our members a wide range of investment products, including mutual funds!
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 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.
You may be able to transfer some or all of your pension to a Registered Retirement Savings Plan (RRSP) upon retiring. We can help you navigate the process to maximize your benefit and minimize the stress and confusion.
Whether you’re saving for retirement, going on vacation, buying or renovating a home or something special, a TFSA can get you there.
CPP, OAS, GIC: there are a lot of programs and entitlements to navigate to ensure you’re taken care of in your retirement years.
You have options. It’s important to understand how pension income splitting, tax credits, minimum withdrawals based on your spouses age and other tax optimization choices will impact your retirement.
This is a special moment in your life, and we’re here to help you make the most of it. Let us help you navigate the path forward.
Simply put, a mutual fund is a financial product that individuals can buy into alongside other investors. The pooled money is then invested in securities like stocks, money market funds, bonds, real estate funds and other assets.
Whether you're new to the savings game or a wily old veteran, getting and staying on top of how you maximize your savings can be a considerable undertaking.
In any growing business, your bank is a silent partner. It holds no equity, doesn't attend board meetings, and isn't there to sweep up or turn out the lights at the end of the day.
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