Our experienced financial advisors are here to help you meet your goals.
How MoneyWorks Can Help You
Investment Management
Invest wisely, keeping in mind your unique lifestyle needs and preferences that reflect your individual circumstances.
Financial Planning
Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind.
Business Planning
Protect your business or plan your succession strategy to ensure a secure future that you can have confidence in.
Retirement Planning
Create a personalized retirement plan that is specifically tailored to meet your unique needs and aspirations.
Estate Planning
Create a comprehensive estate plan that truly reflects your personal values and aspirations for the future.
Insurance Planning
Create peace of mind knowing that your loved ones are fully protected and secured by reliable insurance coverage.
Talk to one of our experienced financial advisors
Whether you prefer your business investments to be automated, self-managed or guided by experts, we have access to the solutions and services to support you.
David L McCracken
Investment Advisor | Aviso Wealth | Life Insurance Advisor | StellerVista MoneyWorks
Sheldon Craig, CFP®
Investment Advisor | Aviso Wealth | Life Insurance Advisor | StellerVista MoneyWorks
Colleen Andersen
Investment Representative l Aviso Wealth Administrative Coordinator l StellerVista MoneyWorks
Make the Most of Mutual Funds
Mutual funds* are a great way to diversify your portfolio, with many different categories to choose from.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Wealth Inc. StellerVista MoneyWorks is a division of 0948859 B.C. Ltd. which is a jointly owned subsidiary of StellerVista Credit Union & Nelson and District Credit Union. 0948859 B.C. Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrolment and applicable legislation. The products sold through 0948859 B.C. Ltd. are not guaranteed or insured by a deposit insurer.