A values based wealth management alternative

Creating one of Canada’s largest wealth management options

Aviso Wealth, launched in March 2018, was the culmination of months of work between all of Canada’s five provincial credit union centrals and Desjardins to merge the businesses of their subsidiaries: Credential Financial Inc., Qtrade Canada Inc. and NEI Investments. The creation of Aviso Wealth established a strong, values-based wealth management alternative for Canadians.

Now one of Canada’s largest independent national wealth management firms serving more than 500,000 members nationwide, Aviso provides best-in-class wealth management products and services to more than 300 credit unions across Canada. Driven by cooperative values, Aviso provides a comprehensive and fully integrated range of high-quality wealth solutions from insurance and do-it-yourself (DIY) investing to full-service, fee-based and socially responsible investing (RI) options.

With more than $57 billion in combined assets under administration and management and a network of thousands of advisors, Aviso’s suite of products and services enables credit unions to provide a differentiated wealth management experience to meet the financial needs of Canadians and give them even more reason to join a credit union. More financial investment in credit unions means they can make an even greater positive social impact in their local communities.

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