Documents & Forms

You can view the most up-to-date Account Agreement & Disclosure Document for your account below.

For clients with mutual fund-only resp or rdsps

The Declarations of Trust for Aviso Financial Inc. Registered Education Savings Plans (RESP) and Registered Disability Savings Plans (RDSP) have been updated effective September 30, 2024, to the following:

• Aviso Financial Self-Directed Education Savings Plan – Individual / RESP 1183002
• Aviso Financial Self-Directed Education Savings Plan – Family / RESP 1183001
• Aviso Financial Self-Directed Disability Savings Plan – RDSP 2418003

This change is related to our recent dealer amalgamation and will help us ensure that the tax reporting on your account continues uninterrupted. This change does not affect the investments in your account, your account fees or your relationship with your advisor. To review the updated Declaration of Trust, please refer to the Mutual fund-only document above.

Questions?

If you have any questions, please reach out to your advisor.

^{Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Correspondent Partners operates as a separate business unit of Aviso Financial Inc}