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One of the greatest benefits of working with a trusted advisor is personalized financial guidance tailored to your needs and goals.
FINANCIAL PLANNING AND ADVICE
Every goal starts with a plan. Our financial planners can help your financial goals take flight.
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Value of expert advice
How our experts can help you
Whether you’re saving for a home, education, or retirement, we’ll help you build a plan that’s right for you—wherever you are on your financial journey.
- Getting started with investing
- Retirement planning
- Getting out of debt
- Building education savings
- Buying a home
- Responsible Investing (RI)
- Preparing for unforseen expenses
- Saving for a trip
A team of financial planners
Meet our team
Alisa Spitali
PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Island Savings
Email Alisa Spitali
Phone: 250-733-2715
Branches served: Duncan, Lake Cowichan, Salt Spring Island
Annie Nolan
PFP®, RIS
Mutual funds representative, Aviso Wealth
Financial Planner, Island Savings
Email Annie Nolan
Phone: 250-519-4803
Branches served: Mayfair, Douglas and Broughton, Jubilee
Daniel Marley
QAFP®, CFP®, RIS
Mutual funds representative, Aviso Wealth
Financial Planner, Island Savings
Email Daniel Marley
Phone: 250-746-2957
Branches served: Woodgrove, Chemainus, Cedar
Faizan Fidai
CFP®, PFP®
Mutual funds representative, Aviso Wealth
Financial Planner, Island Savings
Email Faizan Fidai
Phone: 250-733-2714
Branches served: Millbay, Westshore, Brentwood
Expert advice
Insights to reach your life goals
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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Monday to Friday: 8am - 8pm
Saturday: 8:30am - 4pm
Sunday: 11am - 3pm
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