UCU Wealth Strategies
About Wealth Strategies Group
Invest on Your Own
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Qtrade Guided Portfolios
Qtrade Guided Portfolios is powered by Aviso Wealth Inc., one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.
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Investor Resources
Improve your understanding of investment concepts by accessing articles and videos about a variety of investment accounts,
different securities (mutual funds, stocks, ETFs, bonds, etc.) and strategies for growing your financial assets.
UCU Wealth Strategies: FAQs
The minimum investment required to open an account with WSG varies depending on the type of account and service. Please contact our team for more specific information.
Yes, you can access your WSG investment account online through our secure client portal. You can view your account balance, track your investments, and manage your account settings.
Transferring your existing investments to WSG is a straightforward process. Our team will guide you through the necessary steps and paperwork.
Clients typically receive quarterly updates about their investments. However, you can request more frequent updates if needed.
WSG offers a variety of account types including individual, joint, corporate, trust, and registered accounts such as RRSPs, TFSAs, RESPs, LIRAs, RIFs and LIFs.
You can schedule a consultation with a WSG advisor through our website, by email or phone, or by visiting our office.
WSG is committed to providing personalized, comprehensive financial solutions. Our team of experts works closely with clients to understand their financial goals and create customized investment strategies.
Our fee structure varies based on the type of account and services you choose. We believe in transparency and will provide a detailed breakdown of all costs.
We offer dedicated customer support through various channels, including phone and email. Our team is available to assist you with any queries or concerns.
We use a variety of strategies and tools to manage risk, including diversification, asset allocation, and regular portfolio reviews.
Our investment philosophy is based on a long-term, disciplined approach that takes into account each client’s individual goals, risk tolerance, and financial situation.
Yes, you can set up automatic contributions to your WSG account to make regular investments easier and more convenient.
Yes, we provide a variety of educational resources to help our clients understand investing and make informed decisions.
Our team continuously monitors the financial markets and stays informed about the latest trends and attends industry conference to keep abreast of market events so as to provide the best advice to our clients.
UCU Wealth Strategies
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.