Transfer to Northern Savings and we will pay to cover your transfer-out fees — subject to the following:

• Each transfer must have a minimum value of $5,000
• Payment of transfer-out fees will be applied as a credit to each account within 60 days of the account transfer.

Note: Northern Savings Financial Services Ltd.¹ reserves the right to restrict or revoke this offer at any time and is not responsible for any liability arising from, or in any way relating to, this offer or any restriction, revocation or modification. This offer is void where prohibited by law.

1. Transfers need to be a minimum of $5,000 (Canadian dollars).
2. Funds must be invested with Aviso Wealth²
3. Transfers must come from other financial institutions and transfers from Northern Savings Credit Union are not eligible.
4. The member will be responsible to pay any early redemption fees the transferring financial institution may charge for the transfer.
5. Funds must remain in the account for a minimum of 12 months (an early cash-out will result in members being required to repay the reimbursement amount to NSFS).

¹ Insurance products are offered through Northern Savings Financial Services Limited., a wholly-owned subsidiary of Northern Savings Credit Union. Northern Savings Financial Services Limited. is a licensed life insurance agency offering financial planning, life insurance and investments.

²Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Wealth Financial Inc

Jackie is currently Northern Savings Financial Services, Wealth Leader. Jackie’s passionate about educating and mentoring a diverse group of clients in Prince Rupert and on Haida Gwaii.

Following a notable career in professional golf, and after receiving a Commerce degree from the University of British Columbia, Jackie pivoted to the financial services industry in 2011. Jackie continues to build her credentials and in 2023 she received a Certified Financial Planning Designation.

A passionate Prince Rupert resident, Jackie has spent over six years developing and enhancing the Prince Rupert Gymnastics Association in her role as president. In her spare time, Jackie enjoys time in the great outdoors with her family.

• Servicing Prince Rupert and Haida Gwaii
• Investment Advice
• Life Insurance Solutions
• Estate and Retirement Planning

jackietouchet@northsave.com    
250.628.0400    
800.330.9916
CIRO Advisor Report

Amy has been a committed professional in the financial services industry since 2006, beginning her career with Northern Savings in 2022.

When not at the office, Amy enjoys singing with local bands and spending time with her family and their dogs.

At Northern Savings Financial Services, Amy provides essential support for our Financial Advisors and values the opportunity to connect with clients.

• Servicing Prince Rupert and Haida Gwaii

amyallemeersch@northsave.com
250.628.0400
800.330.9916

Bailey is a Financial Advisor and Life Insurance Agent with Northern Savings Financial Services Ltd. Growing up in a small community (Stewart BC), Bailey learned the value of a strong work ethic and the importance of managing money.

Bailey is a proud graduate of the University of Victoria, where she obtained her Bachelor of Commerce Degree. She has held various roles within the organization, gaining experience in retail banking and lending, which has provided Bailey with a solid foundation in financial services.

Bailey has a passion for helping individuals achieve their financial goals, provides personalized financial advice, and is dedicated to helping her clients navigate the complex world of finance

• Servicing Terrace and Area
• Investment Advice
• Life Insurance Solutions
• Estate and Retirement Planning

baileykasum@northsave.com
250.635.0515
888.631.7822
CIRO Advisor Report

Tia began her career with Northern Savings in 2013 and earned her Mutual Funds license four years later. She has been a dedicated board member of Terrace Women's Hockey for over seven years.

Outside of her professional commitments, Tia enjoys playing hockey and golf, hiking, and exploring the outdoors. She also cherishes fishing and camping trips with her husband and their two dogs.

Born in Vanderhoof and raised in Terrace, Tia takes pride in being a lifelong resident of Northern BC. She is passionate about financial education, specializing in guiding early savers on long-term investment strategies, RESPs, and homeownership goals.

• Servicing Terrace and Area
• Investment Advice
• Estate and Retirement Planning

tiabuhr@northsave.com
250.635.0515
888.631.7822