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Aviso

 

Aviso is a leading national wealth management provider committed to service, partnership and innovation.  At the community level, Credential Asset Management Inc. ("CAM") 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 Credential Asset Management Inc.  Not only do CAM 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 Credential Asset Management Inc., you can access the very best in planning, investment products & services:

  • Financial planning
  • Retirement planning
  • Estate planning
  • Education planning
  • Investment dealers and solutions
  • Mutual funds

For more information or to book an appointment with one of our Wealth specialists.

 

Aviso Wealth


The power of Raymore Credit Union 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’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 and related financial planning services are offered through Credential Asset Management Inc. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.  Aviso Private Wealth Pools are distributed by Credential Securities. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Aviso Wealth Inc. ('Aviso') is a wholly 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: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Guided Portfolios, Qtrade Advisor and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P,