Affinity Financial Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Credential Financial Strategies Inc.
*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual Funds are offered through Credential Asset Management Inc.
SaskWorks Venture Fund Inc. offers 32.5% tax credit available to residents of Saskatchewan. Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Qtrade Guided Portfolios and Write your own future are trade names and/or trademarks of Aviso Wealth Inc and its subsidiaries. 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