They’re not just financial
goals,
they’re life goals.
We’ll get you there.


They’re not just financial goals,
they’re life goals.
We’ll get you there.

 

When you live in rural Alberta, you know every job is easier with the right team behind you. And when it comes to working toward your financial future, you deserve a team that’s committed to getting the job done.

 

VCU Financial provides start-to-finish financial services delivered with life in rural Alberta in mind. Today, through VCU Financial in partnership with Aviso Wealth team, we’re proud to offer financial planning*, mutual funds*, segregated funds, life insurance and retirement and estate planning.

 

Based in Camrose and Wainwright, our advisors travel to Vision branches across Alberta to help clients reach their goals for finances and life.

 

 
* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 

When you live in rural Alberta, you know every job is easier with the right team behind you. And when it comes to working toward your financial future, you deserve a team that’s committed to getting the job done.

 

VCU Financial provides start-to-finish financial services delivered with life in rural Alberta in mind. Today, through VCU Financial and our Credential Asset Management Inc. team, we’re proud to offer financial planning*, mutual funds*, segregated funds, life insurance and retirement and estate planning.

 

Based in Camrose and Wainwright, our financial advisors travel to Vision branches across Alberta to help members reach their goals for finances and life.

 
Get in touch
 
 
 
* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 

About VCU Financial

About VCU Financial


Who we are

VCU Financial in partnership with Aviso Wealth* provides investment and financial planning services to rural Albertans via our experienced, in-house team of advisors. When you partner with VCU Financial, a wholly-owned subsidiary of Vision Credit Union, you’re getting an all-in-one financial provider for everything from day-to-day banking to investments. You’re also putting stock in an Alberta organization that invests in our rural communities through profit sharing, donations, community volunteering and local employment.


Our process

We believe that financial planning means so much more than investing and managing your money. It starts with knowing you – your life, your challenges, your goals. There’s no one-size-fits-all financial strategy, so every member gets our undivided attention—from planning to execution to follow-up. We work with you and our network of financial product suppliers to develop a goal-driven financial plan to get you there.


Our team

At VCU Financial, we’re more than knowledgeable financial advisors. We’re community members who know that everything from saving for post-secondary education to succession planning looks a little different for rural Albertans. We use this insight to help you chart your financial future with strategies that work for your life right now.

Contact VCU Financial to start planning your financial future.

Phone: 780-842-1370
Toll-Free: 1-877-842-1774
Send a message

 

Contact our team.

Shelley Moch at 780-679-6201 smoch@visioncu.ca
Camille Kalveram at 780-806-6383 camille.kalveram@visioncu.ca
Myla Myshyniuk at 780-806-0403 myla.myshyniuk@visioncu.ca
Shrey Kothari at 780-781-8909 shrey.kothari@visioncu.ca
Deanna Lafreniere at 780-842-1787 deanna.lafreniere@visioncu.ca


Shelley Moch

Mutual Fund Investment Specialist, Aviso Wealth

Myla Myshyniuk

Mutual Fund Investment Specialist, Aviso Wealth 

Camille Kalveram

Mutual Fund Investment Specialist, Aviso Wealth

Shrey Kothari

Mutual Fund Investment Specialist, Aviso Wealth

Deanna Lafreniere

Mutual Fund Investment Specialist, Aviso Wealth

Marnie Plummer

Mutual Fund Investment Specialist, Aviso Wealth


Our history

In 2004, Encompass Credit Union launched PlanWright Financial in response to member requests for financial planning, investment and insurance services. Following the merger of Encompass and Vision Credit Union, PlanWright Financial and Vision Credit Union’s financial planning division united to become VCU Financial, a wholly-owned subsidiary of Vision Credit Union.


What is Aviso Wealth?

Aviso Wealth is a mutual fund dealer and premier wealth partner, providing access to mutual funds in Canada.

Aviso Wealth is a wholly owned subsidiary of Aviso Financial 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. 


†Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 

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