New name, same trusted partnerships

This content is for clients with Credit Union advisors. If you are a client of a Portfolio Manager, click here

Effective April 1, 2024, Credential Securities, Credential Asset Management Inc., Qtrade Asset Management and Qtrade Advisor will merge under the new name Aviso Wealth. Aviso is a leading wealth services supplier for the Canadian financial industry and was created in 2018 by uniting the talents and resources of three successful, industry-leading firms: Credential Financial, Qtrade Financial Group, and NEI Investments.

Aviso’s purpose is to power businesses that empower investors. We remain focused on combining the strengths and capabilities of your credit union with the resources of Aviso to achieve the best possible outcomes for you. Bringing our brands together under a single name and identity only strengthens that focus. 

What’s changing for you?

Starting in Spring 2024, the statements you will receive will be updated with the new Aviso Wealth name and brand. If you access your account electronically, you will be redirected to log into Aviso Online. The online portal you are familiar with will be updated with our new name and branding. You will also receive a new Account Agreement and Disclosure Document notice in the mail in one of your next statements. There is no action required on your end.

What is not changing?

Whether you’re a seasoned investor or just starting out on your wealth journey, Aviso empowers you by giving you the opportunity to invest how you want. With so many options, there’s something for everyone. From mutual funds and pooled investments for building your custom portfolio, to managed portfolios for the ease of an all-in-one solution to digital wealth solutions for the do-it-yourself investor, you’ll find industry-leading expertise in our family of wealth management solutions.


If you have any questions, please reach out to your investment advisor.

Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc.) and Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, and Qtrade Advisor, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.