Feel More Confident About Your Financial Future with Innovation Wealth

Feel More Confident About Your Financial Future with Innovation Wealth

Our complimentary planning services, in partnership with Aviso Wealth, offer personalized guidance to reduce stress, clarify goals, and support your long‑term success.

At Innovation Wealth, we believe financial confidence shouldn’t feel out of reach. Life gets busy, money gets complicated, and sometimes you just want someone in your corner who understands your goals.

That’s where we come in.

In partnership with Aviso Wealth, our financial planning is complimentary for Innovation members, and designed to help you feel more supported, more prepared, and a lot less stressed about money.

Canadians are 34% less likely to be stressed about money when working with a financial planner*(Source: FP Canada).

  • Reduce financial stress
  • Build a personalized plan
  • Stay on track with expert guidance
  • Make decisions with confidence
  • Prepare for the unexpected
  • Align your long-term wealth

✔ Expert Advice You Can Trust

When you work with Innovation Wealth and Aviso Wealth, you're supported by a professional - a trained advisor that puts your best interest first.

Financial planning is a personalized roadmap for your money. It brings together your goals, your current financial picture, and the steps needed to get you where you want to be — whether that’s paying down debt, saving for the future, planning for retirement, or simply feeling more in control.

Financial planning with Innovation Wealth and Aviso Wealth is simple, supportive, and designed around you. Most members complete the process within 2 to 3 meetings, with a few prep steps ahead of time so we can make the most of our time together.

1.    Preparation Step: Wealth Planning Package

Before your first meeting, you’ll complete information in a Wealth Planning Package. This helps us learn about your goals, income, priorities, and overall financial picture so we can personalize your plan.

2.    First Meeting: Get to Know You

We’ll sit down together and collect the details of your financial profile — your goals, your challenges, and what you want your future to look like.

3.    Second Meeting: Your Personalized Plan

Your planner will walk you through your fully developed financial plan. We’ll explore your options, answer your questions, and ensure everything feels clear, achievable, and aligned with your life and goals.

4.    Finalization: Your Plan to Keep

You’ll receive a printed or digital copy of your finalized plan so you can refer to it anytime. And of course, we’ll be here for updates, changes, and ongoing support whenever you need us.

✔ Cost: $0 for Members

Financial planning with Innovation Wealth and Aviso Wealth is complimentary for all members — no hidden fees, no surprise charges. Just honest, expert advice to help you build a brighter financial future.


Feel confident about your financial future with a plan built just for you. Book your conversation with a financial planner today.

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