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Aviso Wealth & Aviso Insurance Inc.


New Name, Same Trusted Partnerships

Effective April 1, 2024, Credential Securities, Credential Asset Management, Qtrade Asset Management and
Qtrade Advisor merged under the new name Aviso Wealth.

Formed in 2018 with the merger of Credential Financial, Qtrade Financial Group and NEI Investments, Aviso is
one of Canada’s largest independent wealth management firms. Owned by credit unions, Aviso serves over
375,000 members at 150 credit unions across the country and has the resources to bring competitive products
and services to Raymore Credit Union.

What’s changing for you?

The statements you will receive will be updated with the new Aviso Wealth name and brand, and if you access
your account electronically, you will be redirected to log into Aviso Online. The online portal you are familiar with
will be updated with our new name and branding. You will also receive a new Account Agreement and
Disclosure Document notice in the mail in one of your next statements. There is no action required on your end.

What is not changing?
The relationship you have with Raymore Credit Union, financial advisors Kim and Tara, and their commitment to deliver the best
services to you remain the same. Your accounts and investments, and fees are not impacted by these changes.

Delivering wealth management the credit union way!
At Aviso Wealth and Raymore Credit Union, we’re all on the same side – yours.
Our complete wealth offering includes a wide range of investments with a focus on retirement planning, responsible investing, direct investing, tax and estate strategies, business transition planning and more.

Aviso Wealth 

Aviso Wealth Inc. is a leading national wealth management provider committed to service, partnership and innovation.  At the community level, Aviso Wealth and Aviso Insurance Inc. representatives, Kim Stratulat and Tara Stuckel will work with our members to set and achieve their unique financial goals.

We are proud of our association with Aviso Wealth and Aviso Insurance Inc. Not only do these representatives strengthen our team and the partnership with Raymore Credit Union, they bring the very best in mutual fund investments and financial planning* products and services to our members.  These products complement the traditional savings programs offered by Raymore Credit Union, making it possible to provide our members access to national-level investment services right here at home.

Through Aviso Wealth, you can access the very best in planning, investment products & services:

  • Financial planning
  • Retirement planning
  • Estate planning
  • Education planning
  • Mutual funds
  • Investments
  • Insurance 
  • Group, Health & Dental Benefits 

For more information or to book an appointment, contact one of the Aviso Wealth and Aviso Insurance Inc. representatives below. 

Our Partnership with Aviso Wealth means exclusive access to Private Wealth Solutions.

Comprehensive investment planning from knowledgeable and expert managers to build portfolios that meet your financial needs. 

  • Professionals on your side.
    • With Aviso Wealth's private wealth solutions, each portfolio is constructed and managed by professional investment managers. You get a wide range of experts working on your behalf to help meet your investment goals.
  • Portfolio options.
    • Financial advisers who will help you choose from three unique portfolio options that are tailored to your specific financial goals and determine the solutions that are right for you.
  • Fully guided financial planning.
    • Expert pension-caliber investment managers that guide you through portfolio construction, ongoing management, rebalancing and reporting.

*Mutual funds, private wealth solutions and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a whilly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P.