Effective April 1, 2024, Credential Securities, Credential Asset Management, Qtrade Asset Management and
Qtrade Advisor will merge under the new name Aviso Wealth.
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.
What’s changing for you
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.
What is not changing
The relationship you have with your credit union, your financial advisor and their commitment to deliver the best
services to you remain the same. Your accounts and investments, and fees are not impacted by these changes.
Delivering wealth management the credit union way
At Aviso Wealth and your 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.
Questions?
If you have any questions, please reach out to your financial advisor.
Mutual funds are offered through Credential Asset Management Inc. (“CAM”). Mutual funds and other securities are offered through divisions of Credential Qtrade Securities Inc. (“CQSI”). Aviso Wealth Inc. is the parent company of CAM, CQSI and NEI Investments. Mutual funds are offered through Credential Asset Management Inc. (“CAM”). Mutual funds and other securities are offered through divisions of Credential Qtrade Securities Inc. (“CQSI”). Aviso Wealth Inc. is the parent company of CAM, CQSI and NEI Investments. Mutual funds are offered through Credential Asset Management Inc. (“CAM”). Mutual funds and other securities are offered through divisions of Credential Qtrade Securities Inc. (“CQSI”)
