Credential Qtrade Securities Inc. is a division of Aviso Wealth Inc., a national organization that specializes in wealth management for credit unions. It is collectively owned by credit union Centrals, The Co-operators/CUMIS and Desjardins. NEI Investments is a wholly-owned subsidiary of Aviso and manages the NEI family of funds and portfolios, Canada’s leader in responsible investing for over 30 years. NEI follows a proactive, disciplined investment process that combines manager selection and active asset allocation expertise, with environmental, social and governance (ESG) analysis. Companies that perform better on ESG measures have a potential to deliver better results over the long term, with lower risk and higher returns.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulator authorities.
Valley First Wealth Management is a division of FW Wealth Management Ltd. (“FW Wealth”) which is a separate legal entity from First West Credit Union (“FWCU”).
FW Wealth and Qtrade Insurance Solutions (QIS) are licensed life insurance agencies. QIS is a member company of Aviso Wealth Inc., and a related party to Desjardins Group, CUMIS, and Co-Operators. Licensed advisors are authorized to represent FW Wealth and QIS to provide insurance, financial services and products. All insurance products are subject to the limitations, terms and conditions in the applicable policy or certificate of insurance in force at the time of purchase or enrollment and applicable legislation. QIS, FW Wealth and FWCU are each a separate legal entity, the products sold through QIS & FW Wealth are not guaranteed or insured by a deposit insurer.