Aviso Wealth Partnership

Aviso Wealth, who serve other credit unions and financial organizations across Canada, was created in 2018 with the merger of Credential Financial Inc., Qtrade, Canada Inc. and NEI Investments. All three firms were owned by one or more of Canada’s main cooperative financial organizations: The Credit Union Centrals, The Co-operators (through its subsidiary CUMIS) and Desjardins.

In 2019 Talka entered into a partnership with Aviso Wealth so that our members could have access to a greater range of investment options, in addition to the Savings Accounts and GICs currently offered.

As a result of this partnership we are now able to provide access to the following Wealth Management solutions;

  • Qtrade Investor Online Brokerage
  • Virtual Wealth® (Robo-advice service)
  • Mutual Funds
Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc. Mutual funds are offered through Credential Asset Management Inc.