Consider mutual funds for a diverse investment plan
Mutual funds* combine the benefits of diversification and professional asset management with affordability.
Introducing Aviso Wealth Inc.
Your money is important to you, and it's important to us too. That's why we've partnered with Aviso Wealth Inc., a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.
Notice to Members: Effective April 1, 2024, Credential Securities, Credential Asset Management, Qtrade Asset Management and Qtrade Advisor will merge under the new name Aviso Wealth.
The statements you will receive will be updated with the new Aviso Wealth name and brand, and if you access
your account electronically, you will be redirected to log into Aviso Online. The online portal you are familiar with
will be updated with our new name and branding. You will also receive a new Account Agreement and
Disclosure Document notice in the mail in one of your next statements. There is no action required on your end.
An Aviso Wealth advisor can be found in our branch, providing investors with expert advice and guidance on growing and protecting their money.
For a Diverse Invesment Plan
Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors. The seasoned Wealth Consultants have access to thousands of quality mutual funds from top performing fund families like:
- NEI
- AGF
- Franklin Templeton
- CI
- Mackenzie
- Fidelity
Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.
Talk to an Aviso Wealth Consultant today to find out if mutual funds are right for you.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
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.
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Baiba Reinfelde
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Heili Orav
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