Wealth Management

Which investments are best for you?

Whether you want to try your hand at investing solo or have one of our specialists guide your way, we have a solution for you.

Mutual Funds

The Credential® Asset Management Multiple Fund Account consolidates all your personal and registered mutual fund investments into one account statement, making investment planning easier and more convenient.

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Online Brokerage

The power of online trading. The values of your credit union.
Our online brokerage partner, Qtrade Investor, has it all – fair pricing, excellent service, and a wealth of resources to make investment decisions easier.

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Mutual funds are offered through Credential Asset Management Inc. On-line brokerage is offered through Credential Direct, a division of Credential Qtrade Securities Inc.  Credential Securities is a wholly owned subsidiary of Aviso Wealth Inc. (Aviso).  Aviso is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by five provincial credit union centrals and The CUMIS Group Limited. Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc. Member of the Canadian Investor Protection Fund.
 
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