James Matravolgyi
Wealth Advisor, Aviso Wealth
P: 306 502 6675
A: Suite 1 - 205 1st Avenue NW
Moose Jaw, SK
Location Served - Regina
As a Wealth Advisor with my Certified Financial Planner designation, my goal is to help families and businesses attain financial peace of mind. My team and I do this by creating comprehensive financial plans that focus on wealth maximization, tax minimization, and capital preservation. My mission is to ensure clients receive the expert advice they require to improve their financial security and achieve their wealth goals and dreams.
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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.