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There's some changes happening at Aviso.
You may have recently received an insert in your Credential Asset Management Inc. or Credential Qtrade Securities Inc. statements, notifying you of upcoming changes at Aviso. We’re here to support and answer your questions.
Who is Aviso?
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. Partially owned by Canadian credit unions, Aviso serves over 375,000 members at 150 credit unions across the country and partners with connectFirst Credit Union to bring competitive products and services to our connectFirst Wealth members.
What’s happening?
Effective April 1, 2024, Credential Securities, Credential Asset Management, Qtrade Asset Management and Qtrade Advisor will merge under the new name Aviso Wealth.
What’s changing for you?
The statements you will receive will be updated with the new Aviso Wealth name and brand.
You will see a new URL name, logo and disclaimers. The following four investor portals listed below will merge to form a single, unified investor portal, which can be found at https://online.aviso.ca/login.aspx. The old URLs from these links will be automatically redirected to aviso.ca. No changes will be made to your individual login information, and it will be seamless for you to access your accounts.
You will also receive a new Account Agreement and Disclosure Document notice in the mail in one of your next statements.
What’s not changing?
The relationship you have with us at connectFirst Wealth and our commitment to deliver the best service to you remain the same. Your accounts, investments, and fees are not impacted by these changes.
Questions?
If you have any questions, please reach out to your Wealth Specialist or Private Wealth Advisor at connectFirst Wealth.