On April 1, 2018, Credential Financial became Aviso Wealth. Our commitment to credit unions and our 25 year legacy lives on under the Credential wealth management brand. Here’s our story.
More than 25 years ago, Canadian credit unions came together cooperatively to build an innovative wealth management offering to serve individual credit unions and their communities.
For credit unions, associations and independent investment firms, partnering with Credential meant working with a company committed to their success. And for our people, working with Credential means belonging to a community dedicated to their growth and committed to their values.
Under Aviso, Credential will continue as the leading provider of wealth management services for virtually all of Canada’s credit unions.
We are excited about this next chapter in our journey. Please visit www.aviso.ca for more on Aviso Wealth.