Move your investment portfolio of at least $100,000 to DUCA’s Wealth partner, Aviso Wealth*, by December 31, 2024 and we’ll put $1,000 in your DUCA chequing or savings account (see below for Terms & Conditions).
As the investment world rapidly changes, you need to know: Should you pivot, adapt, or hold?
DUCA provides you with a no obligation, free comprehensive review of your entire financial picture. We help you discover:
Improved tax efficiency
Better risk control since risk tolerance often changes over time
Re-balancing, as market conditions shift your asset mix off target
A full picture retirement plan
And for Business Owners: Our review will cover tax efficient ways to take money out of the business, your estate intentions and more
We’re ready to help you.
Contact us to learn for yourself why more and more Ontarians seek quality personalized investment analysis, advice, and guidance from our Wealth experts.
Our Advisor came up with a personal plan that exceeded my expectations and we’re now financially further ahead! We’re in regular contact throughout the year – Lindsay is always very responsive – and I’ve already recommended her as an Advisor.
Ted B., Investor
Four years ago, I found myself in an uncomfortable financial situation. Lindsay helped me understand how to gain better control over my money so I could achieve my financial goals. I am much further ahead than I was four years ago, both financially and personally, thanks to having Lindsay on my support team. My daughter works with her, too! I absolutely recommend Lindsay as a Wealth Advisor.
Donna M., Investor
* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
