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Investment Partner FAQs

Which companies are involved in the 2018 merger?

On April 1, 2018, the merger of the businesses of Credential Financial, Qtrade Financial Group and NEI Investments closed and Aviso Wealth Inc. was formed. Aviso Wealth is jointly owned by Desjardins and CU CUMIS Wealth Holdings LP., a partnership of Canada’s Credit Union Centrals and CUMIS.

Why did the three companies merge?

Canadian consumers are demanding more options, greater flexibility and more value when it comes to managing their money. By joining forces, the united organization is better positioned to respond to the changing and increasingly competitive financial environment.

What’s the primary benefit of this merger?

Combined as Aviso Wealth, the three merged companies create a stronger organization with a holistic wealth management value proposition, entrenched in the values of the credit union system. Through Aviso Wealth, BlueShore Financial can provide clients with a more comprehensive range of integrated products and services to meet their evolving wealth needs.

What happens next?

Aviso Wealth Inc. will continue to move through the integration process and we will communicate with our clients to inform you of any changes that may impact you.

Credential®, Credential Securities®, Credential Direct®, and OnCourse are registered marks owned by Aviso Wealth Inc.