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​Tailored to You:​​​​
​​​Financial advice to build your wealth

We believe that, regardless of the stage of life you’re in, it’s always the right time to either build, or preserve, your personal wealth. Whether it’s for a long-term need such as a retirement plan, or a short-term financial goal, or you want tax protection for your assets, we’re here to help with financial advice, guidance, and investment choices so you can make informed decisions along life’s journey and do more with your money and your life. We’ll partner with you:

 
Early-career

The sooner you start, the more you can potentially save

 

Mid-career

When income tends to be strong but, typically, expenses are higher

 

Retirement

To help you plan for a comfortable retirement. Or during retirement so you can benefit from tax strategies to preserve wealth

 

Legacy

As you plan your legacy

 

 
You don’t have to be a millionaire to use our Wealth Advice services … you just have to want to be one.
Find a Wealth Advisor below or email Dennis Dedrick, AVP, Wealth Management, for an appointment.
 
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Offering a variety of Investments, including Socially Responsible Investing

Our robust investment options include a variety of portfolios and investments to suit whatever stage you’re at in life. And for Members who want their investments to reflect their view of the world, we offer Socially Responsible Investing options.

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

 

Book a no-obligation meeting with one of our Advisors

As a DUCA Member, you have an opportunity to meet an Aviso Wealth Advisor who will work with you to examine the personal factors influencing your investment decisions: Current financial situation, expectations for the future, investment risk tolerance, and your savings timeline. In conversation with you – and while being mindful of possible tax implications and the need for wealth protection – our experienced and knowledgeable Advisors are there to guide you on how to build your personal financial portfolio. Take control of your financial future!

 
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Peter Mahzari

Aviso Wealth Senior Investment Advisor

Peter believes in creating a positive, trusting relationship to develop the right plan to meet your financial objectives. Taking the time to understand your goals and all that influences your financial decisions, Peter delivers personalized, pragmatic, and proven financial guidance so you can do more with your money.

Learn more about your advisor through the CIRO Advisor Report.

Language | English

647-622-6312 | pmahzari@duca.com

      
       
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Greg Kennedy

Aviso Wealth Investment Advisor

An accomplished wealth consultant with over 25 years experience, Greg delivers customized recommendations based on his deep review of your needs and long-term financial goals. Greg also specializes in retirement and succession and estate planning for small business owners and professionals.

Learn more about your advisor through the CIRO Advisor Report.

Language | English

647-225-7024 | gkennedy@duca.com

      
       
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Hassan Yousafzai

Aviso Wealth Investment Advisor

Hassan brings a wide range of experience to his role as a DUCA Wealth Advisor, having worked for three other major financial institutions. Hassan is a PFP designation holder whose passion is to help Members meet their retirement and investment dreams.

Learn more about your advisor through the CIRO Advisor Report.

Language | English

647-222-7705 | hyousafzai@duca.com

      
       
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Peter Prochilo

Aviso Wealth Investment Advisor

Peter has over 20 years of experience and a proven track record developing and executing wealth management strategies for families and individuals. Working closely with you to understand your circumstances, Peter recommends specific solutions to support your immediate and long-term financial priorities and goals.

Learn more about your advisor through the CIRO Advisor Report.

Language | English

416-200-3873 | pprochilo@duca.com

      
       
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Russell Yolles

Aviso Wealth Investment Advisor

Russell takes great pride in ensuring his clients’ hard-earned capital is well looked after. His goal is to understand what matters most to the Members he serves before designing and implementing a customized investment strategy to achieve the right balance between growth and capital protection. 

Learn more about your advisor through the CIRO Advisor Report. 

Language | English

416-590-2173 | ryolles@duca.com

 
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Qtrade Direct Investing®

We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.  

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

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.


  
      
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Eligible deposits in registered accounts have unlimited coverage through the Financial Services Regulatory Authority (FSRA). Eligible deposits (not in registered accounts) are insured up to $250,000 through the Financial Services Regulatory Authority. Visit FSRA.
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