Valley First

Qtrade is now Aviso Wealth

 

On April 1 2018, Qtrade Canada merged with Credential Financial and NEI Investments to form Aviso Wealth. Owned by Desjardins Group, the Co-Operators (through CUMIS) and a limited partnership of credit unions across Canada, Aviso Wealth is a leading national wealth management provider.

Growing possibilities

This merger provides the opportunity to better meet our members’ wealth management needs, giving you fully integrated access to more competitive products and enhanced services. With over $57 billion in assets under administration and management, Aviso Group of Companies allows greater potential for growth, profitability and innovation than was previously possible.

Impact on our members

If you have a Qtrade account, for the most part, nothing will be different. This change will not affect any of your investments, accounts or processes.

The biggest changes that you will notice are for Qtrade Advisor members as your tax documents and quarterly statements will be on Credential branded statements. Qtrade Asset Management members will not see any changes for now.

We are excited and confident about the opportunities this merger has provided.

If you have any questions or would like further clarification, please don’t hesitate to get in touch with your Investment Advisor or Mutual Funds Representative.