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Our Story

Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. We provide comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.

Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. It unites the talents and resources of three successful, industry-leading firms:

A national financial services firm established in 1992, Credential became a leading provider of investment dealer services and correspondent services, as well as insurance solutions and online brokerage to over 200 partners across Canada.

A national financial services firm created in 1999, Qtrade became a leading provider of online brokerage services and Responsible Investment funds. It also provided investment dealer services, custodial and introducing broker services, digital advice, and insurance solutions, to over 150 partners across Canada.

Created in 2007 from the merger of Northwest Mutual Funds with Ethical Funds, NEI became Canada’s leading manager of Responsible Investment funds and portfolios, serving credit unions and independent financial advisors across Canada.

All three firms were owned by one or more of Canada’s main cooperative financial organizations: the Credit Union Centrals, The Co-operators (through its subsidiary CUMIS) and Desjardins. The owners identified a compelling business case for joining forces. As one of Canada’s largest independent financial services providers, the combined organization would have greater resources to invest in new and better products, services, technology, and support. It could provide more value to Canadians, and do more to help partners compete and thrive in a rapidly changing environment.

The intent to create Aviso Wealth was announced in December 2017. The agreement was finalized on March 31, 2018.

Merger Announcement

Closing Announcement

About Our Name

Aviso means advice and much more. It stands for service, expertise, partnership, cooperation, guidance, and prudence—principles which constitute our promise to partners and clients.

Meet Our Team

Meet the executive team focused on building Aviso Wealth into a leading financial services organization for the benefit of our partners and clients.

View Leadership Team

Our Purpose, Vision, Mission, and Values