THOUGHTFUL WEALTH, EXPERTLY MANAGED.

Clear guidance and personalized strategies for every stage of your financial journey.

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Evolving with you as your needs grow

Our service promise

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.

When it comes to wealth services, we always make decisions in the best interest of our clients and we’re committed to improving your financial well-being.

Tailored advice

Your goals, timelines, risk tolerance, and values are all deeply personal to you—and we’ll work with you to align your investment plan with each of these priorities.

Ongoing education

Continuous learning and collaboration is an essential part of long-term investing. Our goal is for you to better understand what you’re invested in (and why) to build your confidence and help you stay the course regardless of changing market conditions.

Focus on diversity

Thoughtful diversification within your portfolio is vital to your success. We’ll ensure your assets are both allocated in appropriate account types and invested in a range of quality options.

Long-term commitment

Your portfolio may require ongoing adjustments as your needs and goals change over time—a rebalancing role that we’ll deliver on when any life changes shift your priorities.

our approach

We’ll work together to build a financial roadmap that matches your goals.

  • Asset allocation
  • Wealth protection analysis
  • Financial planning and advice
  • Assessing risk tolerance
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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 services

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.

  • Retirement strategies
  • Succession planning
  • Estate planning
  • Tax-sheltered investments
  • Tax minimization solutions
  • Charitable giving
  • Wealth and income protection
  • Debt management
  • Business investment solutions

How we help

Our process

Two people sitting at a table reviewing financial documents together while working on a laptop

Discovery

  • Review financial portfolio and investment goals
  • Discover tolerance for risk and market fluctuations
  • Provide customized recommendations on investment options and other financial strategies based on your goals
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Strategy

  • Build a portfolio designed to your financial goals and appropriate allocation of assets
  • Plan around retirement, education and other savings goals
  • Strategize tax efficient retirement income
  • Customize tax, estate, charitable giving and wealth protection planning
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Money management

  • Monitor and re-balance ongoing portfolio
  • Access to world-class professional money managers
  • Manage optional automatic contribution / withdrawal strategy
Two people sitting at a table reviewing financial documents and discussing information on a laptop.

Report & review

  • Provide performance and annual consolidated tax reporting
  • Conduct regular in-person portfolio reviews
  • Access to a secure consolidated view of your investments
Group of financial advisors gathered around a table in a bright office space, discussing documents and working on laptops

Additional wealth services

  • Access to the expertise of our broader wealth management team and products
  • Build business succession planning
  • Provide wealth management options for your family

Our team

A personal approach tailored to suit your financial wellness

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.

Bill Cook

Bill Cook

CFP®, PFP® RIS

Investment Advisor, Aviso Wealth

Senior Wealth Advisor, Valley First Wealth Management

Email Bill Cook
Phone: 250-308-8596
Branches served: Armstrong, Enderby, Kamloops, Vernon

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Bruce LeFranc

Bruce LeFranc

CFP®, RIS

Investment Advisor, Aviso Wealth

Senior Wealth Advisor, Valley First Wealth Management

Email Bruce LeFranc
Phone: 250-488-1128
Branches served: Cherry Lane, Keremeos

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Robert Oleksyn

Robert Oleksyn

CFA®, CIM, FCSI®

Investment Advisor, Aviso Wealth

Senior Wealth Advisor, Valley First Wealth Management

Email Robert Oleksyn
Phone: 250-487-7201
Branches served: Penticton Main, Princeton

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Todd Kennelly

Todd Kennelly

CFP®, FMA, RIS

Investment Advisor, Aviso Wealth

Senior Wealth Advisor, Valley First Wealth Management

Email Todd Kennelly
Phone: 778-214-2649
Branches served: Guisachan, Downtown Kelowna, Orchard Plaza, Rutland, Vintage Hills

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