Insurance Services

Aviso’s insurance services provide a full range of solutions to meet the personal and business insurance needs of clients, featuring products from Canada’s top insurance carriers.

Our experienced team can help define an insurance distribution and growth strategy, identify supporting tactics, and assist through planning, consultation, training, and specialist support.

Aviso offers insurance services through Credential Financial Strategies Inc., which operates in all provinces (except Quebec).

Employed or Independent advisors  

We provide you with the flexibility to structure your insurance offering in a way that works for you.

Integrate insurance into your business without having to set up an insurance subsidiary, with our Employed Advisor or Independent Advisor program. For more than 25 years, we have enabled firms to deliver a robust insurance offering regardless of their size, infrastructure, or experience, using turnkey solutions that handle nearly all the administration.

Revenue Protection 

With Aviso, your business is fully vested with your firm. That means your clients, their data, and their future business potential all remain with you.

Business Development

Our suite of services includes cutting-edge technology, efficient back-office operations, sales and marketing consultation, and access to a team of insurance industry experts - all designed to help achieve insurance revenue growth year over year.

Advisor Training

Take advantage of our various advisor training programs tailored to the specific needs of new and seasoned advisors.

Marketing Services

Tap into our marketing resources for access to a variety of sales and marketing tools.

Compliance Consultation and Services

Rely on a full suite of compliance services including advisor screening, Errors and Omissions coverage, complaint handling, and assistance with licensing and registration.

Optimal Payout with Competitive Rates

With competitive rates negotiated on your behalf based on the aggregate volume of our partners’ business, you get prime payouts with the top insurance companies in Canada.

Strategic Planning

Leverage our team of industry experts to develop a strategic roadmap including distribution, marketing, and sales plans.

Human Resources

Let us support your recruitment efforts, structure competitive compensation and benefits packages, and administer payroll, so you can focus on the business.

Specialized Expertise

Work with our Succession and Estate Specialists to develop tailored solutions for clients with distinct and complex needs such as estate, business succession and taxation planning.

Consolidated Reporting

All Aviso partners receive one easy-to-view report consolidating commissions from all sources.  

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.