Aviso Insurance Inc.
Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one?
Firdows Sherzoi
CFP® – Insurance & Investment Advisor
Aviso Wealth
Aviso Insurance
- Areas of expertise: Retirement Planning, Tax Planning, Investment Planning, Insurance and Estate Planning
- Credentials: Certified Financial Planner (CFP™)
- Spoken languages: English, Persian
*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 Wealth Inc. Qtrade, Qtrade Guided Portfolios and Qtrade Direct Investing are trade names and trademarks of Aviso Financial Inc. Qtrade Guided Portfolios is a trade name of Aviso Wealth.
Aviso Wealth, Qtrade Direct Investing and Qtrade Guided Portfolios are wholly-owned subsidiaries of Aviso Financial Inc . (“Aviso”). Aviso is a wholly-owned subsidiary of Aviso Financial Inc. Partnership, which in turn is owned 50% by Desjardins Financial Holdings Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth is a registered trademark owned by Aviso Financial Inc.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.