Advisor

We are here to help 

Ashton Liang, BA, CIM®, RIS

Investment Advisor, Aviso Wealth
Insurance Advisor, Alterna Estate Strategies

Ashton.Liang@alternawealth.ca

416.684.1673
BACKGROUND

With more than 18 years in financial services, I have focused on developing and supporting wealth solutions for individuals and communities across Canada. Since 2019, I have been working with Aviso Wealth, specifically supporting solutions for credit union members.

My commitment centers on helping investors understand the market and create plans that empower them to secure their financial future. My experience working with diverse clients, from individual investors to business owners, allows me to provide innovative solutions for a wide range of investment needs.

As part of the Alterna Estate Strategies team, my priority is providing innovative solutions and targeted advice to help each client reach their long-term financial goals. I focus on building strong relationships and supporting the communities we serve across Ontario.

EDUCATION

I hold a BA in Political Science, a Chartered Investment Manager (CIM®) designation, and a Responsible Investment Specialist (RIS) certification from RIA Canada.


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https://www.ciro.ca/office-investor/know-your-advisor-advisor-report 

Alterna Estate Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Alterna Estate Strategies are used under license by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Your financial legacy is our priority. 

Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals.