Investment Partner Disclosure
Our investment partnership
As a full-service financial institution, we know that wealth management services are a big part of your overall financial plan. You want – and need – access to a wide range of products, including mutual funds*, stocks*, bonds*, exchange-traded funds* and other securities.
You also want the knowledge and expertise of accredited financial advisors, as well as the choice of a full-service brokerage dealing with professional investment advisors and a simple, secure, affordable online trading platform option. Our partnership with Aviso Wealth Inc. gives us all that, and more.
Your wealth management services include:
| Relationship management and financial planning | Our Financial Advisors and licensed Financial Services Associates can provide mutual funds and related financial planning services through Credential Asset Management Inc. |
| Full-service brokerage and investment management services | Our Investment Advisors can provide mutual funds and other securities through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. |
| Online brokerage (online trading) | 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 Inc. and its subsidiaries. |
| Robo-advice services | VirtualWealth is a trade name of Credential Qtrade Securities Inc. |
Please note, funds held with Aviso companies, including cash balances, mutual funds and other securities, are not covered by the Credit Union Deposit Insurance Corporation of British Columbia. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.
Using borrowed money to finance the purchase of your securities involves greater risk than purchasing using cash resources only. If you borrow money to purchase securities, your responsibility is to repay the loan and interest as required by its terms; this remains the same even if the value of the securities purchased declines.