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FINANCIAL CONFIDENCE STARTS HERE


Advice and insights to reach your life goals.

 
Paula Woodroff

Did you hear us on the radio?

Paula Woodroff, Director of Retail Banking at Valley First and Enderby & District Financial, shares insights on key highlights for building your financial  wellbeing.

Work with an Advisor
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As heard on 99.9 Sun FM, 105.7 The Ranch, or AM 1150


Key highlights:

  • Financial advice is abundant, but it's important to remember that it's very personal and depends on factors like life stage, risk tolerance, goals, and geographic location.

  • Financial success looks different for everyone and reaching financial goals usually involves making many small decisions consistently over time, rather than taking giant leaps.

  • Working with a qualified financial advisor is a great way to fact-check the advice you're hearing, as they have the education and experience to guide you appropriately and are familiar with your specific goals and life situation.

Have questions or want to learn more?
Connect with our experts.


Fraud part 2 - Romance Scams
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clock icon 1:00
As heard on 99.9 Sun FM, 105.7 The Ranch, or AM 1150


Key highlights:
  • Romance scams involve scammers creating fake profiles to establish relationships and manipulate victims into sending money or personal information
  • Protect yourself: Verify identities online and be cautious of quick professions of love or requests for money – those are major red flags
  • Seek advice: Consult trusted friends and even your financial advisor if you feel something is off. Stop communication and report it to the authorities if you suspect a scam


Fraud part 1 - Popular Scams
Listen now new window icon
clock icon 1:00
As heard on 99.9 Sun FM, 105.7 The Ranch, or AM 1150


Key highlights:
  • Etransfer Scams: Scammers are increasingly using etransfers to trick people into revealing their banking credentials by sending fraudulent links when purchasing items online.
  • Avoid Clicking Links: Always ensure that e-transfer notifications come through legitimate channels like email or phone, and never click on links sent via social media platforms.
  • Seek Advice: If you encounter any red flags or are unsure about a transaction, don't hesitate to call it off, ask for cash instead, or reach out to a financial advisor for guidance.

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Common types of fraud & scams you should know about

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Scammers use sophisticated schemes that are hard to detect. Recognizing warning signs can protect you and your loved ones.

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How to get financing as a new business

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Half of all failed small businesses fail due to a lack of funds. As a small business owner, explore various funding sources to start, grow, or rebuild your business.

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P