Envision Financial

Qtrade to become Aviso Wealth

 

As of April 1 2018, Qtrade Canada will merge 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 set to become 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 $55 billion in assets under administration and management, Aviso Wealth will allow 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. The initial change will not affect any of your investments, accounts or processes.

The biggest changes that you will notice will be mentions of Qtrade Canada — whether on our website or any documents or correspondence you may regularly receive (such as statements) — will begin to be updated to Aviso Wealth.

We are excited about the opportunities this merger will provide and are confident in looking forward to a smooth transition. If you have any questions or would like further clarification, please don’t hesitate to get in touch with your investment portfolio manager.