Scott Cassidy  B.A., CFP®, CIM, RIS

Wealth Advisor, Aviso Wealth

B.A.: Bachelor of Arts, CFP: Certified Financial Planner, CIM: Chartered Investment Manager, RIS: Responsible Investment Specialist

Our Wealth Advisors focus on protecting your wealth after you have worked hard to build it. They provide comprehensive investment services, retirement planning and protection strategies that will meet your needs and goals. They can offer a full suite of investment products through our partnership with Aviso Wealth which include stocks, bonds, ETFs, mutual funds and managed accounts.

Home Office

Swift Current

Locations Served

Eastend, Frontier, Gravelbourg, Hodgeville, Mankota, Ponteix, Swift Current

IIROC Advisor Report Link