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Vishesh Pandya, CFP®, RIS
Investment Advisor, Aviso Wealth
Insurance Advisor, Alterna Estate Strategies

Vishesh.Pandya@alternawealth.ca
647.217.2419
BACKGROUND

My journey with Aviso Wealth began as a Wealth Advisor in early 2019, and I returned as an Investment Advisor in 2023. Prior to this, I served as a Senior Financial Advisor at a prominent Canadian bank, where I provided comprehensive wealth management solutions for high-net-worth clients. As a Senior Financial Services Representative at a leading financial institution, I specialized in creating tailored investment strategies aligned with individual client goals. I also served as an Advisor at a pension board, where I guided clients through the complexities of pension plan benefits.

My practice focuses on empowering individuals and families to achieve their financial goals and transform aspirations into reality. Beyond portfolio management, I concentrate on alleviating financial planning uncertainties through carefully crafted strategies that deliver peace of mind. I take time to understand each client's unique ambitions and objectives to develop personalized financial strategies that evolve through regular reviews as their lives and goals change.

As a professional fluent in English, Hindi, and Gujarati, I effectively serve our diverse community of members with comprehensive financial planning services that address their unique needs.

EDUCATION

I hold a Master of Business Administration (MBA) and a Bachelor of Commerce degree. My professional credentials include the Certified Financial Planner® (CFP®) designation and the Responsible Investment Specialist (RIS) certification.


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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.

Testimonials


Working with Vishesh Pandya has been a transformative experience for my financial journey. His deep knowledge, clear communication, and personalized approach have helped me navigate complex financial decisions with confidence.

What truly sets Vishesh apart is his genuine care for my goals and his proactive strategy to secure my future. Thanks to his expertise, I feel more empowered and financially secure than ever before.

RS, Alterna Estate Strategies Client


A year ago Vishesh Pandya, an Aviso Wealth Investment Advisor, advised me on how I could invest my savings. I have virtually no knowledge of stocks and bonds. Mr. Pandya patiently explained the markets and their potential for volatility but gradual growth over time. 


On my behalf he invested in a wide variety of stocks and bonds worldwide. My fund has grown by leaps and bounds, sometimes by hundreds of dollars in a day. He responds immediately and does what I ask efficiently and in a timely manner. 


I highly recommend that if you are looking to invest your savings you call him.

W.B, Alterna Estate Strategies Client

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. 

info@alternawealth.ca
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