Wealth Strategies - Investment & Financial Planning

What We Do

Products & Services

We offer our members access to a full array of market-based and non-market securities, including:

Stocks
Exchange Traded Funds – ETFs
Bonds
Guaranteed Investment Certificates – GICs
Mutual Funds

Our dedicated team of Aviso Wealth advisors will help you create an investment strategy to match your financial goals, aligning it with your risk tolerance, and supporting you on your journey to building wealth and achieving financial comfort. We also have a strong and dedicated support team within UCU.

Investment Plans & Financial Strategies

While we should all manage our finances to the best of our abilities, often we are not experts in everything. At UCU, our Aviso Wealth investment professionals have completed a number of stringent requirements in order to earn various professional designations, such as CERTIFIED FINANCIAL PLANNER CFP® and Chartered Investment Manager CIM®. At UCU, we can help you build a plan and execute a strategy that will make the most of your financial resources.

Financial Strategies includes:

Investment planning
Tax planning
Education planning
Risk management
Retirement planning
Estate planning

The following five stages of the planning process are essential to your success:

Set financial and life goals
Gather and analyze information
Create a strategy and plan
Implement it
Review to keep it on track

Aviso Wealth investment professionals at UCU can help you put a strategy together and execute your plan.

Financial security through sound professional advice

Our approach to wealth management 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 professional will be there to guide you every step of the way.

The universe of investment options is large and growing. More than ever, you need sound professional advice to help you set an investment strategy to grow your wealth. Our Aviso Wealth investment professionals are trained to conduct a thorough analysis of your current financial position, evaluate your savings, identify your needs and set an investment strategy to achieve your goals.