When you’re looking for the possibility of a greater return on your investments, explore our mutual funds offered through our partner Aviso Wealth.* Our Wealth Management team is here to help you build a comprehensive and flexible plan that helps you find contentment with your finances. We proudly offering Responsible Investing (RI) solutions which offer competitive returns while making a positive impact on people, companies and the environment, including NEI Investments.
Ready to get started?
Contact the Wealth Management Team
David van Berkel, BBA, CFP®, CKA®, CPCA®
Financial Planner
Aviso Wealth
Lysa Van Herk, BCom, RIS
Wealth Advisor
Aviso Wealth
Christian Wealth Strategies
Tina Sutton, RIS
David is a CERTIFIED FINANCIAL PLANNER® professional working as a financial and investment advisor since 2013. Whether you have a pressing issue or just need some guidance getting started, he has the knowledge, skills and experience to help you build a customized financial plan for a confident financial future.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.