Investment products
Term deposits
Tax Free Savings Account (TFSA)
First Home Savings Account (FHSA)
Registered Retirement Savings Plans (RRSPs)
Registered Retirement Investment Funds (RRIFs)
Registered Education Savings Plans (RESPs)
Registered Disability Savings Plans (RDSPs)
Mutual funds
Online investing with Qtrade Investor
Term deposits
Tax Free Savings Account (TFSA)
First Home Savings Account (FHSA)
Registered Retirement Savings Plans (RRSPs)
Registered Retirement Investment Funds (RRIFs)
Registered Education Savings Plans (RESPs)
Registered Disability Savings Plans (RDSPs)
Mutual funds
Online investing with Qtrade Investor
Personal investing
Personal investing
Whether you're just beginning to save, planning for your child's education or preparing for retirement, our wealth management professionals can help you with your investment goals. Vision provides access to a range of investment products through our partnership with Aviso Wealth. This team of experienced, dedicated advisors is available to help create and manage an investment strategy that's right for you.
Prefer to manage your investments on your own? Vision offers online investing with the Qtrade Direct Investing.
Whether you're just beginning to save, planning for your child's education or preparing for retirement, our wealth management professionals can help you with your investment goals. Vision provides access to a range of investment products through our partnership with Aviso Wealth. This team of experienced, dedicated advisors is available to help create and manage an investment strategy that's right for you.
Prefer to manage your investments on your own? Vision offers online investing with the Qtrade Direct Investing.
Financial / investment planning:
Vision Credit Union provides access to investment and financial planning services via our experienced, in-house Aviso Wealth team called VCU Financial. Based in our Camrose and Wainwright branches, our financial advisors travel to Vision branches across Alberta to help members with their individual financial/investment plans.
Contact the Aviso Wealth team at Vision to start planning your financial future.
Glen Bulger at 780-672-5540, gbulger@visioncu.ca
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
What is Aviso Wealth?
Aviso Wealth 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 Aviso Wealth, Vision Credit Union can offer you the opportunity to purchase a variety of top mutual funds.
Mutual funds and other securities offered through Aviso Wealth, a division of Aviso Financial 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.
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