See your finances in a new light
Your investments deserve a second opinion.
At DUCA Wealth Services, we believe your money should work as hard as you do. Whether you're just starting out, saving for retirement, or already drawing income, a second opinion can reveal new opportunities that other banks may overlook.
Our Aviso Wealth registered advisors take the time to understand your full financial picture and offer advice that aligns with your goals—not shareholder returns. We don't believe in one-size-fits all portfolios. We believe in people-first planning.
Connect with an Aviso Wealth Advisor at DUCA and discover:
- Lower fees that help you keep more of your returns.
- A customized investment plan aligned with your goals and risk tolerance, often with better long-term outcomes.
- A wider range of investment options designed to fit your specific needs.
- Personalized advice from an advisor who meets with you regularly and keeps your evolving goals front and centre.
Let's talk. A quick conversation could make a big difference.
Consult with an expert now
Ready to have a conversation? Fill out the form to schedule your appointment with one of our experts or email wealth@duca.com.
I highly value Peter’s professionalism and sophistication. I feel I am working with a highly educated investment consultant. When I am in front of him, I know that his primary concern is for the welfare of myself and my wife.
Tim, 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
He is always ready to talk, or even sometimes to come over when I get stuck. Of course, I always recommend DUCA credit union and with it Greg.
Hendrika, Investor
* We will keep your email confidential and use it only for communications from DUCA and/or approved partners. We will never sell your email address to outside vendors. In each email you receive, there will be a link to “unsubscribe.” DUCA is committed to protecting the privacy and confidentiality of your personal information and operates in strict accordance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA). For full details about how DUCA collects, uses, or shares personal information, see our Privacy Statement which is available on our website.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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