Your mandate is our mandate
As one of Canada’s largest independent correspondent and custody services providers, we power businesses that empower investors, administering billions in assets for more than 100 portfolio managers, investment dealers, insurance companies and trust companies.
We take a proactive approach to understanding your business and build a flexible solution that supports your goals.
We focus on what matters most to you.
Your unique needs. Your priorities. Your mandate.
Aviso Correspondent Partners operates as a separate business unit of Credential Qtrade Securities 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.