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Aleks Janjic

Aleks Janjic

PFP, RIS

Senior Financial Planner

Investment Advisor

Meridian Credit Union

Aviso Wealth

As a Financial Planner, I act as an ally and business partner for my clients, helping them manage and grow their assets as they move through each phase of life. I leverage years of experience to provide trusted advice and help my clients meet their unique goals.

I aim to provide first-rate financial advice with innovative investment and financial planning solutions, personalized to your circumstances and needs. To provide you with unbiased guidance, I regularly consult my trusted network of accountants, lawyers, and banking partners.

As part of my role as Financial Planner, I’m committed to staying on top of market changes, industry developments, and best practices. To provide the best possible solutions and advice, I take courses, attend seminars, and stay up to date on national and international developments.

My work style is both proactive and efficient, fitting neatly within your busy lifestyle. I thoroughly enjoy watching my clients reach their financial objectives. I look forward to providing you with honest advice to help you reach your specific goals.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Contact Aleks

Telephone

437-388-8061


Languages spoken

English, Serbian, Croatian