Aviva North

Background

About Aviva North

Financial planning is not a “one size fits all” endeavour. Aviva North, Advisor, recognizes the unique nature of each individual and their financial needs. Aviva’s investment and insurance credentials, licences, and additional designations enable her to address significant personal planning considerations. Through holistic planning strategies that consider the full scope of the client's needs, Aviva is uniquely suited to help her clients achieve their short- and long-term wealth objectives. Her keen ability to assess gaps in financial plans allows her to offer proactive solutions that advance her client’s financial position. Aviva’s practice of financial planning is based on respect, trust, and integrity. Aviva’s high standard of professional conduct reflect her belief that a financial planning relationship is much more than a transactional activity. Personal finance intersects with life events in a multitude of ways including the need to plan for the costs associated with aging, a robust retirement, financially protecting one's family from unexpected illness or premature death, or a child’s future education – all planned for tax efficiently. For business owners, Aviva's business continuation and succession planning includes coordinating business and personal tax planning, group benefits, and buy-sell funding. Aviva provides estate and legacy planning services and manages planned giving programs for her non-profit clients and their charitable donors- I am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.