Weyburn Credit Union - Managed Assets Program

Confidence

That comes from expert, pension-calibre investment managers providing portfolio construction, ongoing management, rebalancing, and reporting - so you can focus on what matters most to you.

Sophisticated Simplicity

A premium solution at a lower cost than mutual funds – fully diversified, institutionally managed.

Customized

An investment strategy that matches your personal objectives - however complex and evolving they may be.

Tax advantage

Potential tax optimization opportunities with non-registered accounts, like the ability to own the underlying stocks and gain the benefits that come with that ownership.

Competitive Fees

One simple, easy to manage fee based on the size of your account. Plus, accounts can be grouped to lower fees.

Pooled Portfolios

Beyond mutual funds: Premium expertise, lower cost.

Suitable for investors looking for ongoing investment oversight by pension-calibre investment managers.

Each portfolio is built using a pool of funds selected to match your personal investment objectives
Six strategies ranging from Income to Total Equity, including a Fossil Fuel Free mandate
One simple monthly fee based on account size
Minimum account size: $50,000

Managed Portfolios

Premium investment portfolios with big advantages

Suitable for investors who like to “look under the hood” and see the individual stocks in their portfolio.

Each portfolio contains segregated equities and pooled funds, managed by pension-calibre investment managers
A variety of strategies ranging from Income to Total Equity, including ETF Managed Portfolios
One simple monthly fee based on account size
Minimum account size: $100,000 per strategy

Custom Managed Portfolios

It’s personal: Custom-built solutions for large and complex portfolios.

Suitable for investors who need a precise, customized strategy for their unique needs and goals.

Each customized portfolio may contain stocks, bonds, pooled funds, and ETFs
Unlimited combinations, with a variety of core and alternative mandates across multiple asset classes
Access to a wide range of pension-calibre managers
Assets are separately managed— not pooled—so investor owns the securities, resulting in tax efficiency
One simple monthly fee based on account size Minimum account size: $150,000 per strategy

You have aspirations – for what and who you care about, for today and for the future. But life is complicated and figuring out how to make those aspirations a reality can be hard.

You need a plan. A financial plan. CERTIFIED FINANCIAL PLANNER^®professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.

Whether you have a pressing issue or just need some help getting started, CFP professionals have the knowledge, skills, experience and the ethics to help you build the financial plan that will let you live your life confidently.

Aviso Wealth
Wealth and Aviso Insurance Inc.

Aviso Wealth
Wealth and Aviso Insurance Inc.

Jordan Rederburg

B.A. Econ, CFP®

Wealth Management Rep. - Weyburn Credit Union
Senior Investment Specialist - Aviso Wealth

E jordan.rederburg@weyburncu.ca
T 306 842 9553

Book a meeting >

Jordan Rederburg

B.A. Econ, CFP®

Wealth Management Rep. - Weyburn Credit Union
Senior Investment Specialist - Aviso Wealth

E jordan.rederburg@weyburncu.ca
T 306 842 9553

Book a meeting >

Aviso Wealth

I’m passionate about helping members understand and manage their financial futures. While many members have mastered basic banking, they often neglect to meaningfully plan for the future. Finding time in a busy day to tackle long-term goals—and translating vague aspirations like “maybe retire at 60” or “help the kids with their education” into actionable roadmaps—can feel daunting. Questions like “How much should I contribute to which accounts?”, “Should I prioritize investing or paying down debt?”, and “When should I take CPP?” can be overwhelming without guidance.

As a financial enthusiast, I genuinely enjoy empowering members to identify their dreams and create clear plans to achieve them. Having been with Weyburn Credit Union for over five years, I’ve had the joy of watching many of those plans come to fruition. The highlight of my day is hearing from members who are now in a stronger financial position and living out their hopes and dreams.

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

Sean Purdue

CFP^®, FCSI, CIWM, CIM, CLU
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc.

E sean.purdue@avisowm.ca
T 306 842 9554

Book a meeting >

Tony Gill

BBA, CFP^®, CIM^®, CLU^®, FCSI^®
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc.

E tony.gill@avisowm.ca
T 306 842 9571

Book a meeting >

Sean Purdue

CFP^®, FCSI, CIWM, CIM, CLU
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc.

E sean.purdue@avisowm.ca
T 306 842 9554

Book a meeting >

Wealth and Aviso Insurance Inc.

Sean began his career in financial services in May 2003, focusing on consumer lending. In 2005, he followed his passion and transitioned into Wealth Management. Currently, Sean serves as a Wealth Advisor with Aviso Wealth. As a Certified Financial Planner (CFP®) with extensive experience, Sean provides comprehensive guidance to help clients navigate all aspects of their financial affairs.

Sean specializes in supporting small business owners and family farm operators who are increasingly building wealth within their corporations. His expertise in investment strategies and tax planning enables him to develop tailored solutions for corporate entities. Additionally, Sean has considerable experience managing the complexities of various pension plans.

Sean resides in Weyburn with his wife, Dawn, and their three children. In his free time, he enjoys traveling, camping, and actively participating in his children’s activities. Sean believes in making his community a better place. He has been active in a number of community initiatives and currently sits on the board of two local non-profit organizations.

https://www.ciro.ca/office-investor/know-your-advisor-advisor-report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Tony Gill

BBA, CFP^®, CIM^®, CLU^®, FCSI^®
Senior Wealth Advisor - Aviso Wealth
Wealth Protection Specialist - Aviso Insurance Inc.

E tony.gill@avisowm.ca
T 306 842 9571

Book a meeting >

Wealth and Aviso Insurance Inc.

Tony brings over 15 years of experience as a wealth advisor, offering personalized financial strategies that empower individuals and families to reach their financial goals. Through continuous education and a commitment to professional growth, Tony has earned some of the most respected designations in the industry, ensuring his clients receive the highest level of expertise and service.

“I’m passionate about helping people gain clarity and confidence in their financial futures. It’s incredibly rewarding to guide clients from uncertainty about retirement to a place where they feel secure in their financial path. My goal is to empower my clients with the knowledge and tools they need to make informed decisions and provide ongoing support as they navigate their financial journey.”

Tony and his wife, Nicole, have been happily married for 18 years and are kept on their toes by their sons, Jacob and Josh, who keep the family active with sports and other activities. An early riser, Tony begins each day with a CrossFit workout, and when he has free time, he enjoys catching the latest movies at the theatre with his family.

https://www.ciro.ca/office-investor/know-your-advisor-advisor-report

Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding 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. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. OnPoint Pooled Investments, OnPoint Managed Portfolios, and the Credential Managed Account are distributed by Aviso Wealth.

Aviso Managed Assets

Premium wealth management designed with you in mind.

Member benefits include:

Confidence

Sophisticated Simplicity

Customized

Tax advantage

Competitive Fees