	Simple process Creating a financial plan can seem daunting, but our specialists make it easy. They’ll sit down with you for a simple chat, learn about your life, so they can tailor a plan to your goals.
	Certified specialists Our local team are certified experts in their field, with years of experience helping individuals and businesses create practical financial plans that secure their future.
	Clear, comprehensive support We don’t use jargon. Your financial plan will not only cover everything you need, but it will also be easy to understand and put into action to achieve your goals.
	Proactive approach Financial planning shouldn’t be a one and done process. Be it a job change, a baby or retirement approaching, our experts keep in touch to ensure your plan stays relevant to you.

1.

Get to know you

First things first, we’ll sit down together to learn about your life, your goals, and your vision for the future, so we can create a personalized framework for your financial plan.

2.

Collect & analyze

Yes, we know, the boring stuff! But we’ll make it as easy as possible, asking clear questions and work with your other providers to get any extra details we need.

3.

Create your plan

Life is all about balance. With the insight gathered, we’ll develop a step-by-step action plan that ensures you reach your goals for the future while still enjoying life today.

4.

Review & adjust

The only constant in life is change, but that doesn’t mean you need to start over. We’ll review and adjust your plan regularly to ensure it evolves with you.

	Investment Planning Managing your investments based on past experience, attitudes, objectives, times horizon, risk tolerance and need for income.
	Tax Planning Your current and future tax obligations and strategies to minimize or defer taxation on personal and/or business income.
	Retirement Planning A plan for your post-employment financial well-being, comparing your desired retirement lifestyle with retirement assets, planned savings, expected sources of income and return on investment.
	Estate & Succession Planning Estate planning includes arranging for payment of expenses and obligations after your death, as well as transferring your wealth and other assets to successors as specified in and outside your will.
	Insurance & Risk Management Strategies to minimize your exposure to unexpected financial loss due to death, health issues, property damage, business and other risks.
	Financial Management Your current and projected future financial position, including cash flow (the balance of what you’re earning, spending and saving), budget and net worth.

Ready to get started?

To help us truly personalize our planning support, there’s some information we’ll need to collect from you. Here’s what you’ll need to bring along to your appointment:

Tax return
Investment statements
Financial statements
Pension statements
Insurance policies
Estate documents

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

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Clear, comprehensive support

Proactive approach

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