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Aviso Insurance Inc.

Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one?


Succession and estate planning is one of the most important and challenging milestones you can face. Aviso Insurance servicing the members of Access Credit Union can help you to develop a well-thought-out plan that provides a seamless transition. This will help ensure your succession goals are met while preserving the financial well-being of your beneficiaries and maintaining family harmony.


We also specialize in developing a personal strategy to grow and protect your wealth, maximize wealth distributions and minimize taxes.

Call 1.800.264.2926 to book your no-obligation consultation appointment today.

Firdows Sherzoi

CFP® – Insurance & Investment Advisor
Aviso Wealth
Aviso Insurance


*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.



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