Aviso Wealth

Credential has merged with Qtrade and NEI Investments to create Aviso Wealth

On April 1, 2018, Dejardins, The CUMIS Group and Canada's five provincial credit union centrals merged their subsidiaries, Credential Financial Inc., Qtrade Canada Inc. and NEI Investments. The combined entity company, Aviso Wealth is one of Canada's largest independent wealth management firms with more than 500,000 clients across Canada and $55 billion in combined client assets under administration and management.

What is the benefit to me?

The new combined company will give members more access to products and services, and the new organization will be able to invest more on meeting the expanding wealth management needs of our members.

How will I be impacted?

Other than a name change, there will be no immediate impact on members as a result of this merger. There will be no changes to your investments, members will continue to deal with the Credential wealth management experts at G&F for these accounts and we will continue to provide you with the best investment products and services to meet your needs. Any invested money stays in the same account in the immediate future. Same goes for any fees you pay on your accounts.

For more information on the merger, please see the press release.

If you have any questions, please contact one of our G&F wealth management experts.