SCU Wealth Management - Powered by Aviso Wealth
When you work with SCU, you’re in the hands of experts who are committed to providing you with honest guidance and an unparalleled level of service. That’s why we’ve chosen to partner with Credential Financial Inc. – to leverage the experience and know-how of a team of experts that provide superior wealth management expertise.
Who is Aviso Wealth?
Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions, as well as a range of independent financial organizations. SCU partners with Aviso Wealth companies to provide the following:
- Wealth Management and Investment Services: Credential Asset Management is a mutual fund dealer located within SCU. Credential Securities Inc. is a full-service brokerage that delivers comprehensive solutions to fit the diverse needs of investors, helping them reach their financial goals.
- Integrated Investment and Insurance Solutions: Credential Financial Strategies Inc. helps members who have more complex and specialized needs that may require a fully-integrated wealth plan. To get an expert’s help managing and protecting your money, stop by the Credential Financial Strategies office adjacent to SCU for a personal, confidential consultation.
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
*Credential Asset Management Inc., Credential Securities Inc. and Credential Financial Strategies Inc. are subsidiaries of Aviso Wealth Inc.