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We’re not just by your side,
we’re on your side.

Grow and protect your wealth with a full range of wealth management solutions backed by Aviso Wealth.
Decorative hero image personifying "we're not just by your side, we’re on your side". Decorative hero image personifying "we're not just by your side, we’re on your side".

Invest with confidence with a partner you can trust 

 

At Innovation Wealth, you’ll find a sophisticated wealth offering and experienced professionals backed by Aviso Wealth. Aviso Wealth is part of Aviso, one of Canada’s largest independent wealth management providers that proudly serves credit unions and their members. With a mission to power businesses that empower investors, Aviso is committed to enhancing the prosperity of Canadian investors and communities.

What’s new

Members get More 
with Qtrade Direct Investing

Unlock the best online brokerage offer in market.
Get 5% cash back on every dollar up to $15,000 invested
plus 1% on every dollar invested after that*
plus $0 trades
*Terms & Conditions apply.

Your goals are in reach with NEI

By choosing NEI, you are also choosing over 750 years of combined expertise to power your investments choices.

Putting cash to work

Investors are increasingly holding larger cash reserves amid uncertainty. Explore why doing this could hurt your portfolio, and how taking a balance approach could be a more effective.

Tell us your goals and dreams, and we’ll help you get there 

 

Wealth is personal. Whether you're new to investing or a seasoned pro, we can help you grow and protect your wealth with a suite of investment options offered through Aviso Wealth, all available for you at the credit union.

Decorative image. Investment options that work for you 

Investment options that work for you 

Choose professional, personalized advice for comprehensive financial and investment planning. Whether you’re looking for stability, growth, or a balanced approach, we can help build a portfolio that fits your needs and adapts to changing market conditions, or guide you towards a digital direct investing option.

 

You’re one of a kind, so is your portfolio

The Aviso Managed Assets Program is a gateway to premium, discretionary wealth solutions designed for affluent individuals and families. World-class sub-advisors provide unparalleled access to expertise across diverse asset classes, ensuring your portfolio is actively managed and strategically aligned with your unique situation. Whether you seek stability, growth, or a bespoke approach, this program offers three tailored portfolio options: Pooled Portfolios, Managed Portfolios, and Custom Managed Portfolios. Each one is crafted to match your risk tolerance and goals. Elevate your investment journey with a program that combines precision, innovation, and a commitment to your financial success.

Decorative image. Grow your wealth long-term, with a difference.

Grow your wealth long-term, with a difference

Part of the asset management arm of Aviso, NEI Investments looks where others don’t for new opportunities for growth, so you can reach your financial goals today and feel more confident about tomorrow.

Decorative image. Build the future you want with Qtrade.

Build the future you want with Qtrade

Access everything you need to choose and manage your own investments with our digital options:

Qtrade Direct Investing® is a top-ranked online brokerage with a full range of accounts and fast access to the markets, online or through our mobile app.

Qtrade Guided Portfolios® is a digital advice (robo-advice) platform that recommends an expertly designed portfolio that matches your goals and risk tolerance.

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P.
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: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.

The Aviso Managed Assets Program is offered by Aviso Financial Inc.  Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.