Investment advice with you at the centre.

We’ll bring your needs, hopes, and goals together under one financial plan that includes your pension.

Life can be unpredictable.
Your investments don’t have to be.

As a Credit Union employee, Jackie expected our service to be good-- but the warmth and friendliness she received completely blew her away. “Phi is so relatable, he always ensures that I understand what happens with my money. His knowledge and advice made a big, positive difference in my portfolio. I’ve never felt in better hands than I do now!”

- Jackie, member for 9 years

3 steps to better investments

Meet with an
accredited wealth
management professional

Create a plan that
includes your pensions
and other assets

Build on your successes,
and plan for new life
stages and priorities

Advice for every step of the way

Throughout life, priorities change. We’re here to help you get the most of where you are today and build on that success tomorrow.

Our Investment Team can help with:

Investment planning
Retirement planning
Education planning
Tax planning
Estate planning
Life insurance

Download our wealth management brochure

Our 4-step approach

Personalize

We’ll sit down and talk about where you want to go, so we can help get you there.

Plan

Together, we create a plan that considers all the various aspects of your financial life.

Prosper

With a curated mix of investment products and services, we put your plan into action.

Perfect

When new opportunities arise, we’ll revise your plan to help you take advantage of them.

Contact Phi Hoang,
our investment specialist,
to get started today.

Phi Hoang, CFP®, CIM®, RIS, BA

Mutual Fund* Investment Specialist - Aviso Wealth, a division of Aviso Financial Inc.
Manager, Financial Planning - Community Savings Credit Union
Certified Financial Planner® Professional
phoang@comsavings.com
604-230-8657