Sign In
www.google.com Sign In

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.
Discover More

Mutual Funds

Through our partnership with Credential Asset Management Inc., we provide access to the advantages of diversification and professionally managed funds.
Discover More

Qtrade Direct Investing™

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

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.
Discover More

Aviso Wealth Weekly Insights

For the Week Ending December 1, 2023

Get the latest in market developments and a quick look ahead. 
Read More

For the Week Ending November 24, 2023...

Get the latest in market developments and a quick look ahead. 
Read More

For the Week Ending November 17, 2023

Get the latest in market developments and a quick look ahead. 
Read More

For the Week Ending November 10, 2023

Get the latest in market developments and a quick look ahead. 
Read More
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.
This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.