Affinity Wealth Management

Effective April 1, 2024, Credential Securities, Credential Asset Management, Qtrade Asset Management and Qtrade Advisor merged under the new name Aviso Wealth. Formed in 2018 with the merger of Credential Financial, Qtrade Financial Group and NEI Investments, Aviso is one of Canada’s largest independent wealth management firms. Owned by credit unions, Aviso serves over 375,000 members at 150 credit unions across the country and has the resources to bring competitive products and services to your credit union.

What’s changing for you

The statements you will receive will be updated with the new Aviso Wealth name and brand, and if you access your account electronically, you will be redirected to log into Aviso Online. The online portal you are familiar with will be updated with our new name and branding. You will also receive a new Account Agreement and Disclosure Document notice in the mail in one of your next statements. There is no action required on your end.

What is not changing

The relationship you have with Affinity, your financial advisor and their commitment to deliver the best services to you remain the same. Your accounts and investments, and fees are not impacted by these changes.

Delivering wealth management the credit union way

At Aviso Wealth and Affinity, we’re all on the same side – yours. Our complete wealth offering includes a wide range of investments with a focus on retirement planning, responsible investing, direct investing, tax and estate strategies, business transition planning and more.

Affinity Wealth Management advisors are more than just experienced and knowledgeable experts in their field. They care deeply about the members they work with and take the time to get to know you and form a real connection. They listen to you without judgement and enable you to achieve your goals. They are socially conscious and care about making a difference in the communities they live and work in. That’s the difference that working with a credit union can make.

Some types of investments have minimum requirements, but regardless of your initial investment size, we have solutions to get you started today. You might be surprised how quickly your savings can grow with regular contributions! Contact an Affinity Wealth Management expert at 1.866.272.2521 to discuss your options.

Assessing your risk tolerance is an important step in developing your financial plan. We’ll ask you a series of questions to determine how you feel about certain investment scenarios. The results of this questionnaire help us understand your aptitude to risk when it comes to your investments. This allows us to recommend the best possible investment plan, tailored just for you.

A diversified portfolio is putting your money into a mix of different investment types that have varying levels of risks and returns. The strategy behind this is similar to the expression ‘don’t put all your eggs in one basket’. By spreading your money out, you’ll lower your risk level overall. Of one of your investments doesn’t perform as well as you’d expected, you still have others that may be doing much better. Your advisor can help you determine what that will look like for your unique scenario.