Correspondent Services

Empowering portfolio managers and wealth management firms

We allow you to focus on what you do best — managing your clients’ assets and growing your business.

As an independent Canadian custodian, Credential has merged with Qtrade and NEI to form Aviso Wealth Inc. and offers tailored custody and trading services. As a true partner, our goal is to deliver a quality custodian solution to best serve your clients.

Our strengths include:

  • Deep roots in wealth management, with over 20 years of experience
  • Extensive partner network, more than 200 partners coast to coast
  • Financial strength, with over $55 billion in assets
  • Leading market intelligence and world class commentary

Learn how we can partner with you by providing custody servicestrading services, and business support.


Our Brochure

For more information, download our brochure.