Aviso Wealth Partnership
Aviso Wealth, who serve other credit unions and financial organizations across Canada, was created in 2018 with the merger of Credential Securities, QTrade Financial Group 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 offer the following Wealth Management solutions;
• QTrade Online Brokerage
• Virtual Wealth (Robo-advice service)
• Mutual Funds