Aviso Wealth Inc.

Noventis and Aviso Wealth

Through our partnership with Aviso Wealth - a leader in the area of wealth management - and the investment and insurance provider of choice for Canadian credit unions and their members, investors can access the following Credential services: Credential Asset Management Inc., for help building a mutual fund portfolio; Qtrade Investor, an online brokerage for self-directed investors, and; Credential Financial Strategies Inc., to protect against the unexpected with life insurance and estate planning.

Qtrade Investor*

Online investing with Qtrade Investor

We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals:
  • Exceptional value: $8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free ETFs and trade mutual funds commission free.
  • Outstanding service: Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.
  • Accounts you need: Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
  • Investment choices: Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
  • Planning and research tools: In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.
  • Convenient access: Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Investor for iPhone, iPad, Apple Watch, and Android.
  • Award-winning trading experience: Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.

Find out how Qtrade Investor can help you reach your financial goals.

Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.

Mutual funds**

A mutual fund is a pool of stocks, bonds and other securities held in trust on behalf of individual investors. When you invest in a mutual fund, you purchase units in a professionally managed portfolio of securities and each unit represents a share of ownership in the portfolio. You can hold a mutual fund on its own as a non-registered investment or within your registered plan - TFSA, RRSP, RESP, RRIF. Some of the many benefits of mutual funds include: diversification, flexibility, professional management, liquidity and access to markets.

Credential Financial Strategies***

One of the most important things you will ever buy, peace of mind. A vital piece of any complete financial plan, life insurance can help you protect what matters most. Meet with the knowledgeable Credential Financial Strategies Inc. Insurance Specialist to discuss your options, including: Life insurance, disability insurance, critical illness insurance, estate planning, segregated funds and annuities.
Credential Asset Management Inc., Credential Financial strategies Inc. and Qtrade Investor are all subsidiaries of Aviso Wealth Inc.
*Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., a member of the Canadian Investor Protection Fund.
**Mutual funds and financial planning are offered through Credential Asset Management 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 fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.
***Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
 

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On looking forward...

"You will come to know that what appears today to be a sacrifice will prove instead to be the greatest investment that you will ever make."

- Gordon B. Hinckley