When you’re looking for the possibility of a greater return on your investments, explore our mutual funds offered through our partner Aviso Wealth.* Our Wealth Management team is here to help you build a comprehensive and flexible plan that helps you find contentment with your finances. We proudly offering Responsible Investing (RI) solutions which offer competitive returns while making a positive impact on people, companies and the environment, including NEI Investments.

Ready to get started?
Contact the Wealth Management Team

David van Berkel, BBA, CFP®, CKA®, CPCA®
Financial Planner
Aviso Wealth

Tina Sutton, RIS
David is a CERTIFIED FINANCIAL PLANNER® professional working as a financial and investment advisor since 2013. Whether you have a pressing issue or just need some guidance getting started, he has the knowledge, skills and experience to help you build a customized financial plan for a confident financial future.