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Wealth Management

Bringing it all together…It’s easy to see how one plus one equals two.
It’s not easy to see how a 5 year car loan, a 25 year mortgage, two kids, a dog and one job can equal a retirement home at the lake.

We have Financial Advisors that are knowledgeable about the markets and smart strategies to make your financial dreams a reality.

Investment Planning

Through sound financial advice from our Financial Advisors, we can connect you with products and services to meet your personal goals.
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Mutual Funds

Through our partnership with Credential Asset Management Inc., we provide access to the advantages of diversification and professionally managed funds.
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Qtrade Direct Investing™

Whether you currently use an online broker or are interested in doing so, Qtrade is our online brokerage of choice.
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Qtrade Guided Portfolios™

If you are interested in a smart, easy way to build wealth online and receive robo-advice, then this is the solution for you.
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Aviso Wealth Weekly Insights

For the Week Ending April 28, 2023...

Get the latest in market developments and a quick look ahead. 
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For the Week Ending April 14, 2023

Get the latest in market developments and a quick look ahead. 
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For the Week Ending April 6, 2023

Get the latest in market developments and a quick look ahead. 
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For the Week Ending March 31, 2023

Get the latest in market developments and a quick look ahead. 
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Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing and Qtrade Guided Portfolios are trade names and/or trademarks of Aviso Wealth.
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 Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.
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