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  3. Planning & Advice
Get expert financial planning & advice.
No matter your investing experience or life stage, our expert advisors can help you put together a savings and investment strategy that gets you to your goals faster.

Your goals matter to us, no matter how big or small

The type of things we can help you with include:
  • Pursuing an education
  • Buying a home
  • Retirement planning
  • Buying a car
  • Estate planning
  • Rainy day funds
  • Long and short-term savings goals


Quick Links

Lyndsey (989 X 927 Px)

Lyndsey Poole

Lyndsey is an investment specialist at Biggar & District Credit Union and an Investment Advisor at Aviso Wealth*. 
EMAIL LYNDSEY
Jennifer (989 X 927 Px)

Jennifer Quessy

Jennifer is an Investment Specialist at Biggar & District Credit Union and Mutual Funds Investment Specialist at Aviso Wealth*. 
EMAIL JENNIFER

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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.










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