Alvista Financial Inc. was established in 2002 by Manuel M. Alves. He started his career as an insurance advisor with Sun Life Assurance in 1973 and subsequently acquired his mutual fund licence in 1987. His initial focus was advising the growing needs of young families and business owners.
Over the last 15 years, Alvista has been working closely with an estate planning lawyer advising some of the most successful business owners in the community.
Alvista is an independent financial advisory firm focused on the established business owner, advising them in the areas of Wealth Accumulation, Wealth Preservation, Estate Planning and Group Compensation Solutions.
As we look to the future, Alvista is building a team of specialists in the areas of insurance and investments. This will enable our practice to continue offering the quality advice and service which our clients and their families have become accustomed to.