More than just investing, Wealth Management is about your vision for your future. It’s identifying your goals and dreams, finding the best path to achieve them, and then working with you to build a plan to get you down that path. We have a team of advisors with the knowledge you need and we truly believe we succeed when you succeed.
There’s no better time to start investing with confidence. For a limited time, new Qtrade Direct Investing clients can earn cash back when they open and fund a new account using promo code OFFER2026*.
Whether you’re just getting started or ready to take the next step in your investing journey, Qtrade offers real value from day one, with $0 commission trades on stocks, ETFs, and mutual funds, intuitive tools, and research designed to help you make more informed decisions.
Offer period: September 1, 2026, to January 5, 2027. Open your account by January 5, 2027, and fund by February 5, 2027, to qualify and if you open and fund your account within 30 days of opening the account with a minimum of $25,000 you can earn $100 cash bonus!
Aviso Wealth investment accounts can consolidate all of your personal and registered mutual fund investments into one account statement, making investment planning easier and more convenient.
Aviso Wealth simplifies record keeping and gives you more control of your financial future so you can take advantage of new investment opportunities as they arise.
Consolidate your personal and registered mutual fund investments into one account statement.
Choose from a myriad of top quality mutual funds with trusted names like Fidelity, Franklin Templeton, CI, AGF, Mackenzie and NEI Investments.
Receive regular statements that summarizes your mutual fund portfolio holdings and current market value.
Simplify your record keeping and reduce your administration costs.
Structure your investment portfolio to match your investment style and goals.
For more information, please contact one of the Aviso Wealth Investment Specialists at Sudbury Credit Union.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Qtrade Guided Portfolios is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance.
Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth.
Getting started is easy. Tell Qtrade Guided Portfolios a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and Qtrade Guided Portfolios will do the rest for you.
Qtrade Guided Portfolios provides:
A fully automated service so you don’t have to make any investment decisions
A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
Continuous oversight and regular rebalancing by our team of experts
Mobile apps for tracking your investments
Friendly support from knowledgeable investment representatives by email and phone
Qtrade Guided Portfolios is a trade name of Aviso Financial Inc., Member of the Canadian Investor Protection Fund.
We’re Sudbury’s credit union. We began here in Copper Cliff in 1951 and we’re still here, only now we’re all over Greater Sudbury. Founded on the principle of people helping people, we’re community minded, just like you.
Sudbury Credit Union
