Personalized advice, disciplined strategies, and trusted guidance—designed around your goals, your values, and your life.
Evolving with you as your needs grow
Wealth management happens to involve money, but to us it's relationships first. As your financial partner, we’ll work closely with you to develop a comprehensive financial roadmap that reflects your wealth management goals and who you are.
our approach
You’ve built a strong foundation—now we help you live life on your terms with a clear path to your financial goals.
Through a personalized, tax‑efficient strategy, we grow and protect your wealth while adapting to life’s changes and supporting your long‑term legacy. As responsive, integrity‑driven partners, we provide ongoing portfolio management, regular reviews, and responsible investing aligned with your values.
How we help
Our fee-based advice model is a shift from the commission-based model, which can provide peace of mind in knowing your advisors’ goals are in line with yours. Since the fee-based model means a pro-rated monthly fee is charged based on your account size and asset type, this allows our experts to continuously monitor and grow your portfolio with an increased level of transparency.
How we help
Our team
One of our wealth advisors would be happy to sit down with you to discuss your goals and provide expert guidance on the best way to achieve them. They can work with you to create a personalized financial roadmap, recommend high-quality investments, then monitor your progress to help you stay on track.
CFP®, CIM®, RIS
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Andrea Frustaci
Phone: 604-828-4896
Branches served: Fleetwood, North Delta
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Angelo Demelo
Phone: 250-639-4702
Branches served: Kitimat
CFP®, CPA, CMA, CIM®
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Brenda Mercier
Phone: 604-501-4217
Branches served: Ladner
BA, CFP®
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Christian Martin
Phone: 604-592-7212
Branches served: Willoughby
CFP®, RIS
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email David Francilia
Phone: 604-502-4921
Branches served: South Point, Cloverdale
CFP®, CPCA
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Jorge Batista
Phone: 604-501-4247
Branches served: Sunshine Hills
CFP®, FMA, RHU
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Keith Wood
Phone: 604-501-4237
Branches served: Tsawwassen
CFP®, FMA, CPCA, FCSI®
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Lisa Free
Phone: 604-557-7497
Branches served: Abbotsford Village, Hope, Mission
MA, CFP®, CIM®, RIS
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Marc Chenard
Phone: 604-557-7467
Branches served: Town Centre, High Street
CFP®
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Rick Jordan
Phone: 604-703-7694
Branches served: Sardis, Chilliwack City, Garrison
B. COMM, CIWM, FCSI®, CIM®
Investment Advisor, Aviso Wealth
Senior Wealth Advisor, Envision Financial Wealth Management
Email Steve Gillespie
Phone: 604-703-7615
Branches served: Chilliwack City
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