Aaron Vissia conquers a mighty stack of required reading to achieve his Certified Employee Benefits Specialist designation from Dalhousie University in Halifax

AV Financial keeps growing

Financial advisor Aaron Vissia expands business with a building renovation, new designation and staff additions.

Six months after Aaron Vissia expanded AV Financial into a renovated second building on Johnston Road, his burgeoning “one-stop shop” for financial services is already changing.

Vissia has added a new certification to his own list of accomplishments, his staff has changed and some “spare” square footage has now been tranformed into a self-contained rentable conference area that the community at large may use.

AV Financial will hold an open house this Friday, Oct. 3 from 3–6 p.m. for the public to come and see the changes.

Vissia recently earned his Certified Employee Benefits Specialist (CEBS) designation, to add to his CFP, RPA and GBA.

Vissia bought the building beside his in May 2013 and renovated it with a west coast style, using reclaimed logs and other features.

“I had a vision of trying to make it look like the existing building,” said Vissia, who has been at that location for seven years.

While Vissia is the financial planner, he is only one part of a team at AV FInancial, he says. Kaitlyn Deforest is the office manager and is also studying to become a ilcenced administrator, which is a mutual fund licence.’

“She’s the glue,” says Vissia. “She keeps everyone organized and does it amazingly well.”

Lauren Skinner is a tax professional, offering tax preparation.

Rabinder Dhillon is a mortgage expert with Dominion Lending Centres Arrowsmith, who moved her business into AV Financial’s space.

Kim Chretien joined the team as a bookkeeper three months ago, and manages the office books as well as other clients.

Jaymie DeLuca joined the team three months ago as a second administrative assistant, leaving her job as a phlebotomist, or a medical professional working for insurance companies. DeLuca had temped briefly for Vissia years ago, and when a job opened up she applied.

Vissia has transformed one-third of the building into an 800-square-foot conference room with a separate entrance, kitchen and bathroom.  He plans to rent out the space to anyone needing a small conference area, and also plans to run seminars educating the public on financial matters.

While AV Financial seems well rounded, “there’s room for growth in the business,” says Vissia. He would like to see another financial advisor—and then who knows? “Come and see me again in six months.”

editor@albernivalleynews.com

twitter.com/alberninews

Just Posted

Port Alberni Port Authority talks logistics for cruise ship visit

Some restrictions for pedestrians, boaters will be in place

Port Alberni’s ‘Army of Problem Solvers’ to the rescue

Facebook group gathers people who just want to help their neighbours

Hurricane Katrina inspires Alberni author’s new novel

Jacqueline Swann brings message of climate change to life with story of fictional journalist

Port Alberni RCMP searching for missing teenage girl

16-year-old Lasheena Seward was reported missing from a group home on May 9

ARTS AROUND: Learn basket weaving at Port Alberni workshop

Campbell River artist Amy Dugas will teach Japanese random weaving techniques

Kelowna toddler suffers cracked skull after fall from balcony

Neighbour who found the two-year-old boy said he has a bump the size of a golf ball on his head

RCMP probe if teen was intentionally hit with ski pole by mystery skier on B.C. mountain

The incident happened on March 20 on Grouse Mountain. Police are urging witnesses to come forward

Support growing for orphaned Okanagan child after father dies in highway crash

Family thanks emergency crews for assistance in traumatic incident

Pipeline protester chimes in on Justin Trudeau’s B.C. fundraising speech

The government purchased the Trans Mountain pipeline and expansion project for $4.5 billion

Baby boom seniors putting pressure on B.C. long-term care: report

B.C. leads Canada in growth of dementia, dependence on care

UPDATED: B.C. man says he’ll take People’s Party lawsuit as far as he can

Federal judge shut down Satinder Dhillon’s ‘nonsensical’ motion to bar use of PPC name in byelection

Canada stripping citizenship from Chinese man over alleged marriage fraud

The move comes amid severely strained relations between Ottawa and Beijing

Nevada court orders former Vancouver man to pay back $21.7M to investors

The commission says Michael Lathigee committed fraud over a decade ago

Most Read