Credential Financial Inc. was a key player in the Canadian wealth management industry, focusing on providing investment products, services, and support to a national network of credit unions and independent financial advisors. In April 2018, Credential Financial merged with Qtrade Financial Group and NEI Investments to form Aviso Wealth Inc. The newly formed entity, Aviso Wealth, is a national, integrated financial services company that continues the mission of its predecessors, serving the wealth management needs of Canadian credit unions and their members, as well as institutional and retail clients across the country.

Founded in

United States