About Credential Securities

Credential Securities is an investment dealer helping Canadians achieve their financial goals and prepare for retirement through careful planning and offering to a wide range of investment products and services.

Credential Securities began as a joint venture of Credit Union Central and Merrill Lynch Canada. Credential Securities is now a division of Credential Qtrade Securities Inc., a wholly owned subsidiary of Aviso Wealth Inc., a national, integrated financial services company serving the wealth management needs of virtually all of Canada's credit unions as well as a range of independent financial organizations. Aviso Wealth provides comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.

While it is not necessary to be a credit union member to take advantage of our resources, our approach is founded on the credit union tradition of service and integrity. We understand that financial security, more than anything, means peace of mind for you and your family. That`s why your needs and your circumstances are foremost as we help you shape your financial future. You`ll see steady progress towards your personal objectives and your Investment Advisor will be there to guide you every step of the way.

The universe of investment options is large, and growing larger all the time. More than ever, you need sound professional advice to help you build your investments and preserve your wealth. Credential Securities Investment Advisors are trained to conduct a thorough analysis of your current financial position, evaluate your savings and investment strategy, and identify your future needs.

Credential Securities offers a wide range of investment products to select from, including thousands of mutual funds from Canada`s leading fund companies. Together we can build a portfolio best suited to you.

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

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