Chris Cooksey
Wealth Advisor @Aviso
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WORK HISTORY
Wealth Advisor @Aviso
Edmonton, AB, CA
Mutual funds, other securities & securities related financial planning services are offered through Aviso Wealth Ltd. Aviso Wealth is a registered mark owned by Aviso Wealth Inc. Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.
EDUCATION
University of Toronto
BPHE, Physical and Health Education
SKILLS
ABOUT CHRIS COOKSEY
With over a decade of experience in wealth management and financial planning, I bring a comprehensive approach to guiding clients through complex financial landscapes. At Aviso, I am dedicated to empowering individuals and families to achieve their financial goals through strategic planning and a client-first philosophy. My work reflects a commitment to building trust and delivering tailored investment solutions, aligning with Aviso\'s mission of providing expert guidance and innovative financial strategies. At Aviso, I contribute to delivering securities-related financial planning services and investment strategies. Leveraging my expertise in wealth management and strategic financial planning, I collaborate with clients to design customized solutions that address their unique needs. With a focus on discretionary investment solutions, other securities, and insurance strategies for wealth protection, I aim to support long-term financial well-being and success.
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