Bank where you’re more than a number
Get the personalized financial support you deserve at Lake View.
Skip to main content
ACCOUNTS
MORTGAGES
INVESTING
 (1).jpg)
BUSINESS
Aviso Wealth
Our Wealth Management Specialists provide you with everything you need to establish a sophisticated, competitive and growth-oriented investment portfolio.
- Access proprietary funds that focus on responsible investing with a Mutual Fund Investment Specialist with Aviso Wealth*
- Enjoy full-service advice and planning for any stage of your life with Aviso Wealth* and Aviso Wealth Insurance**.
- Employ Qtrade Direct Investing online brokerage services to self-direct a portion of your portfolio.***
Looking for guidance?
Get the wealth management solutions that fit your goals
Investment & Retirement Services
Aviso Wealth's comprehensive lineup of mutual funds*, managed solutions and separately managed accounts is designed to meet the goals of every investor.
Insurance Solutions
Aviso Insurance Inc.'s insurance services provide a full range of insurance solutions** to meet the personal and business insurance needs of clients, featuring products from Canada’s top insurance carriers.
Estate & Legacy Planning
Your advisor will listen, assess your distinct needs and help you put together a plan ensure your loved ones continue to enjoy the life they deserve.
Qtrade Direct Investing Online Brokerage***
You'll love Qtrade's easy-to-use online and mobile trading platforms, low commissions and independent research tools. And when you need help, count on outstanding client support.
%20(1).jpg)
For your financial health and peace of mind.
Fawn Tessier, PFP®, QAFP®
Wealth Advisor | Financial Planner
Aviso Wealth | Aviso Insurance Inc.
Fawn started in the financial services industry in 2014 after years in health care. She decided that she wanted to help people with their financial futures and moved into a Mutual Fund Representative role in 2015.
After a year in the role, she decided that she wanted a more hands on approach in assisting clients. She then began to educate herself further and received her designation as Personal Financial Planner. Currently she is continuing her education in order to serve clients better and make sure that she is offering the best advice she can. She is also continuously making sure that she is current by taking additional training to keep current and offer relevant advice to her clients. She is making sure that she is always adhering to a strict code of ethics and make sure the client’s specific needs are always her priority.
Having a family and a busy life, she is very aware of how important it is to make sure you have the right people in your corner to help you as you journey through life. Having a plan that helps you meet your goals financially will take one more thing off your plate. Life is busy and we can’t all be experts in all things. Fawn can meet with you and make sure that your financial present and future will lead you to where you would like to go. A plan that evolves with you can relieve stress and let you focus on other priorities in your life. Let Fawn partner with you to make sure you are ready for where life takes you and where you take your life.
*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.
***Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademearks of Aviso Wealth Inc. and its subsidiaries.
Your How-to Hub
.jpg)
RRSP vs. TFSA
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.
RESPs 101
Your child's dreams should never be limited by financial constraints. Opening an RESP is a great way to begin saving for your children's education.
Mutual Funds 101
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.
Have questions?
We're here to help.
Copyright © 2020 Lake View Credit Union. All rights reserved.