Helping Advisors

Helping Advisor

A solid foundation for success

Join the independent network that supports you with competitive wealth solutions, expertise, and technology.

Aviso is one of Canada’s largest independent wealth management firms, serving virtually all of Canada’s credit unions and a range of independent financial organizations.

Aviso has the resources to bring competitive products and services to you and your clients. And we have the scale and financial strength to evolve with the marketplace, continually investing in the business and the growth of our partners.

Everything you need, in one place

With our full suite of competitive wealth solutions, you can integrate all aspects of your clients’ financial well-being. Implement your holistic wealth planning with:

  • A full spectrum of wealth offerings, including access to a broad product shelf.
  • Fee-based managed solutions, with both discretionary and non-discretionary options.
  • Responsible investing options to make the world a better place.
  • Digital solutions for those clients looking for an all-in-one solution with continuous oversight and regular rebalancing.
  • Insurance, Tax and Estate Planning to mitigate risk and maximize legacies.
  • Group benefits and retirement plans for businesses.
  • Access to specialist expertise for complex cases.

A partnership that lets you design your own success

You’re a partner – so you decide how you’re going to meet your goals. Create your own path using your strengths, and we’ll be there to support you. Your voice is important, and your ideas are heard. Be a part of our success and enjoy the satisfaction of making a contribution.

Welcome to Aviso

Talk to us today to find out how we work together to improve the financial well-being of Canadians. Be part of a leading wealth management organization committed to service, partnership, and innovation.

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.