AVISO WEALTH, A WIN-WIN PARTNERSHIP
OUR RENEWED VISION FOR MANAGEMENT OF YOUR ASSETS
Whether you are saving for retirement or are already retired, looking for a way to reduce your taxes, grow your investments or prepare your estate. Here is some general information to deepen your knowledge and give you some food for thought.
Mutual funds are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered trademark owned by Aviso Wealth Inc.
1. As of July 31, 2019, UNI is number 1 in asset growth among all 300 business partners of Aviso Wealth.
2. We will guide you to a Financial Security Advisor or a Wealth Insurance Specialist of UNI Insurance. UNI Insurance is the descriptive trademark of the subsidiaries of Caisse populaire acadienne ltée: AVie, Financial Security Advisors; Acadia General Insurance (general insurance provider); and Acadia Life (personal insurance company). The Financial Security Advisor or Wealth Insurance Specialist is an employee of AVie Inc.