Manage your wealth to live a secure, healthy, and enjoyable future through financial freedom.
Creating wealth may begin with smart saving, but to grow it efficiently requires mindful investment of those savings through the right channels to achieve your specific goals
Wealth management is about tailoring a personalized wealth strategy to map out the long-term plan to inform and guide these important decisions.
In-Branch Wealth Management
Trustworthy investment and financial planning advice throughout our branch network.
Credential Financial Strategies Inc.*
Comprehensive private wealth and insurance strategies for members with more complex wealth needs.
A simple and convenient online investing service that offers digital advice and professionally managed, low-cost portfolios.
We have partnered with Qtrade Direct Investing, the best self-directed online brokerage as ranked by Surviscor, to provide you with online investing from one of Canada’s best online brokers.
Investment products tailored to your life goals
Are your Beneficiaries Up-to-Date?
Calculate future earnings to plan for your future
*Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. VirtualWealth is a trade name of Credential Qtrade Securities Inc.
Credential Qtrade Securities Inc. is a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is a wholly-owned subsidiary of Aviso Wealth Limited Partnership, which in turn is owned 50% by Desjardins Financial Holdings Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.