Personal investing

What is Credential Asset Management?

Credential Asset Management is the mutual fund dealer, which is part of Aviso Wealth Inc., a national wealth management provider. Aviso Wealth 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. Through our relationship with Credential Asset Management, Vision Credit Union can offer you the opportunity to purchase a variety of top mutual funds.

Mutual funds offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. 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. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Credential® is a registered mark owned by Aviso Wealth Inc. and is used under license. Credential Asset Management Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.