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Investing with a full-service brokerage

Some investing decisions need more than a quick search or a do-it-yourself platform. With full-service brokerage through YNCU and Aviso Wealth, you can work with an investment professional who takes the time to understand your goals, your timeline, and the bigger picture behind your money.

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What is full-service brokerage?

Full-service brokerage gives you a more guided investment experience.  Instead of choosing investments on your own, you work with an advisor who can review your portfolio, talk through your goals, and recommend investment options that fit your needs. It's built for people who want professional advice, a broader range of investment choices, and a real person to speak with when decisions feel important.

Is a full-service brokerage right for you?

Full-service brokerage may be a good fit when you want more than a platform, a product, or a one-time conversation. It is for people who want personal investment advice, ongoing portfolio support, and a real person to talk to when decisions matter.

  • You want advice before you act

    You want clear guidance on stocks, bonds, mutual funds, and registered accounts, with someone who can explain your options before you decide. 

  • Your portfolio needs another look

    You already have investments, but want to know if they still fit your goals, timeline, comfort with risk, and retirement plans. 

  • Retirement income is getting closer

    You are starting to think about how your savings and investments can support your lifestyle when regular employment income begins to slow down. 

  • You want advice that stays with you

    You want someone who understands your full financial picture, checks in regularly, and helps adjust your investment plan as your life changes.

More than buying and selling investments

Full-service brokerage is about advice that looks at your whole financial picture, helping you understand your options, make informed investment decisions, and build a strategy that fits where you are now and where you want to go.

  • Review what you already have

    Take a closer look at how your current investments are working together, where there may be gaps, and whether your portfolio still fits your goals, timeline, and comfort with risk.

  • Plan for retirement income

    Move beyond simply saving for retirement and start building a clearer plan for how your investments may support your income needs and lifestyle when regular employment income slows down.

  • Use registered accounts wisely

    Understand how accounts like TFSAs, RRSPs, RRIFs, and other registered options can work together within your broader investment strategy and support different goals over time.

  • Build a broader portfolio

    Explore a wider range of investment options through Aviso Wealth, including stocks, bonds, mutual funds, and other securities that can help create a more diversified portfolio.

Access to a wider range of investments

Through Aviso Wealth, YNCU members can access a broad range of investment options. The right mix depends on your goals, timeline, comfort with risk, and how hands-on you want to be. Your advisor can walk through the options with you and explain how each one may fit into the larger plan.

  • Mutual funds

    A managed investment option that can add diversification and professional portfolio management while helping support a range of financial goals. 

  • Bonds

    An investment option that may provide income, stability, or diversification, depending on the bond type and your broader portfolio strategy. 

  • Stocks and securities

    Access individual investment opportunities that can support growth, diversification, and a more customized approach within your broader investment strategy. 

  • Registered accounts

    Use accounts like TFSAs, RRSPs, and RRIFs to support your investment goals while considering your broader tax situation. 

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