Aviso Wealth & Aviso Insurance Lloydminster, SK

Aviso Wealth & Aviso Insurance Lloydminster, SK Aviso Wealth and Aviso Insurance are the wealth management arms of Synergy Credit Union that specialize in insurance and investment planning.

Aviso Wealth and Aviso Insurance Inc. are the wealth management arms, available to members of Synergy Credit Union that specialize in insurance and investment planning. Our Senior Wealth Advisors with Aviso Wealth specialize in holistic planning for individuals at all life stages, offering tailored investment portfolios to address the complex needs of those who have accumulated substantial wealth.

We believe in taking a comprehensive approach to financial management that considers every aspect of our members and clients' financial well-being to help them achieve their long-term goals and navigate through life's milestones with confidence. As Aviso Insurance Specialists, we are dedicated to understanding your unique insurance needs. Our goal is to provide personalized solutions to protect you and your loved ones during life's unexpected challenges. Aviso Insurance Inc. offers:
• life insurance
• critical illness
• disability coverage
• Segregated Funds
• Annuities

Partner with us today to embark on the journey toward your financial success.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.

Today, we take a moment to honor the incredible women who inspire, support, and lead us every day. To the mothers, grand...
05/10/2026

Today, we take a moment to honor the incredible women who inspire, support, and lead us every day. To the mothers, grandmothers, mentors, and mother figures in our lives. Happy Mother’s Day!

A big Thank you to our Administrative team for everything they do!! We appreciate you so much.
04/22/2026

A big Thank you to our Administrative team for everything they do!! We appreciate you so much.

Poutine Week has been awesome but I think we are starting to bleed gravy and curds. The standout and winner so far is t...
04/16/2026

Poutine Week has been awesome but I think we are starting to bleed gravy and curds. The standout and winner so far is the Asian Chicken Poutine from Wing N It. It is sooooooo good!

Make sure to check it out and support a great cause! Big Brothers Big Sisters of Lloydminster

Call us for your planning needs!
03/26/2026

Call us for your planning needs!

🌾 Planning for your farm’s future starts today!

Farm succession planning takes a team of specialized professionals working together to support your family and your operation.

Meet Deanna Amos, one of the experts who helps guide farm families through the financial side of transitioning to the next generation—working alongside a broader network of professionals to ensure a smooth, intentional process.

As part of your advisory team, Deanna focuses on:
• Investment and protection planning to help secure the long term financial health of both the farm and the family
• Creating reliable income strategies so the outgoing generation can retire with confidence
• Designing fair and intentional wealth transfer solutions for farming and non farming children
• Collaborating with your accountant, lawyer, and other professionals to keep the transition moving forward smoothly and on time

Our partner team at Aviso Wealth provides customized investment advice and financial planning solutions for individuals and families, including those with more complex, high net worth needs.

Meet the advisors from Aviso Wealth and Aviso Insurance Inc.:
🔗 https://ow.ly/z1N650Yx32O

🐾 Border Paws Animal Shelter (Lloydminster & District SPCA) Jail and Bail! 🐾Some of our advisors will be "locked up" tod...
12/05/2025

🐾 Border Paws Animal Shelter (Lloydminster & District SPCA) Jail and Bail! 🐾

Some of our advisors will be "locked up" today from 11-3pm for a great cause! Help bail them out and support the shelter animals! Plus browse amazing items at the Silent Auction!

❤️ Proceeds go to shelter operations including medical care, vaccinations, and spaying and neutering

👉 Please help bail out a buddy - donate here: https://www.zeffy.com/en-CA/team/synergy-credit-union-2

🎁 View the Auction items here: https://www.32auctions.com/BorderPaws2025

11/21/2025

Retirement doesn’t mean slowing down. From tutoring to Airbnb hosting, here are side hustles for seniors that can add $1000 a month and keep life engaging.

11/19/2025

Maslow's hierarchy of needs may help you reach self actualization, but can it also help you retire?

11/14/2025

On Tuesday November 4, 2025, Finance Minister François-Philippe Champagne tabled the Liberal government’s 2025 Federal Budget in Parliament, entitled “Canada Strong”.

11/12/2025

When it comes to charitable donations, the most likely type of donation that comes to mind for most of is cash. However, there are a variety of ways to support your favourite charitable causes, one of which is to donate publicly traded securities in-kind.

11/10/2025

A beginner's guide to the investment risk ladder

Address

4908 42 Street
Lloydminster, SK
S9V0E5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13068258118

Website

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