Formed in 2018 with the merger of Credential Financial, Qtrade Financial Group and NEI Investments, Aviso is one of Canada’s largest independent wealth management firms. Owned by credit unions, Aviso serves over 375,000 members at 150 credit unions across the country and has the resources to bring competitive products and services to your credit union.
At Aviso Wealth and Cambrian Credit Union, we’re all on the same side – yours.
Our complete wealth offering includes a wide range of investments with a focus on retirement planning, responsible investing, direct investing, tax and estate strategies, business transition planning and more.
If you have any questions, please reach out to your financial advisor.
Mutual funds are offered through Credential Asset Management Inc. and Qtrade Asset Management (a trade name of Credential Asset Management Inc.). Mutual funds and other securities are offered through Qtrade Advisor and Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by 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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Guided Portfolios, Qtrade Advisor and Aviso Correspondant Partners), Credential Asset Management Inc,, Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments LP.