Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Aviso, a leader in the area of Wealth Management and the Investment and Insurance provider of choice for Canadian credit unions and their members.

Our Aviso advisors provide investors with expert advice and guidance on growing and  protecting their money.

Kim and Tara work with our members to:

• Determine future goals and objectives
• Determine investment and wealth management goals
• Gather and anlayze current financial and personal information 
• Establish tolerance for risk and market fluctuations
• Provide investment recommendations, portfolios monitoring and rebalancing
• Provide ongoing personal advice

Kim and Tara were previously with Credential Financial Strategies. On April 1, 2024 Credential was rebranded as Aviso Wealth.  You can continue to expect the same service and advice from the advisors you know and trust!