Our Partners

Ukrainian Credit Union Limited

UCU is a member-owned financial co-operative founded in 1944 to serve the Ukrainian Canadian community and is committed to providing competitive financial products and excellent service to members. Over the decades UCU have come to serve the broader community and become a huge part of it. Yet, UCU still stay true to the original objectives to support the maintenance and growth of Ukrainian cultural and community life as UCU contribution to a strong, united and multicultural Canadian society.

Aviso Wealth Inc.

Credential Qtrade Securities Inc.

Online investing with Qtrade Investor

We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers.

If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.

Qtrade Investor’s easy-to-use and comprehensive trading platform has consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.

Find out how Qtrade Investor can help you reach your financial goals.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

Get started with Qtrade Investor today

Investing with Credential Securities

Full Service Brokerage

Since 1995, Credential Securities has provided Canadian financial institutions the ability to provide a full range of investment options, including equities, mutual funds, and fixed income securities to clients.

You can deliver comprehensive solutions that fit the diverse needs of Canadian investors and help them reach their varied financial goals while Investment Advisors take advantage of leading-edge tools and services to better serve clients.

Open accounts quickly and easily

Our proprietary integrated account opening system improves efficiency of the overall sales process. Capabilities include establishing new accounts, transacting sales, auto-populating forms, and simplifying the compliance process.

Make real-time changes to client portfolios

Through Dataphile, a best-in-class web-based order management solution, you have access to real-time portfolio information and reporting. Dataphile also serves as the foundation for investor online access and is the only real-time system to offer all of the trade processing functionality required for investment advisors working within the IIROC environment.

Comprehensive custom reporting

Our proprietary infrastructure allows you to quickly compile complex client information in easy-to-access and understand reports.

Secure online access to client documents

Take advantage of reduced processing expenses and increased productivity. In addition to quick and easy access to account documents such as tax receipts and statements, online storage also offers a highly reliable and verifiable audit trail.

Credential Asset Management Inc.

Mutual Fund Dealer

For more than 20 years, Credential Asset Management Inc. has been helping our partners compete effectively in the retail wealth management space by providing them access to a wide range of investment products including mutual funds, wrap programs, and GICs.

Through access to in-depth, proprietary research and a targeted product strategy, advisors are able to tailor investment plans for investors at any stage of the financial life cycle.

We provide advisors with the tools they need to help them succeed in this highly competitive industry, enabling them to:

Build better portfolios

Investment Specialists gain access to valuable tools and in-depth research to help them make informed recommendations and build strong portfolios that are tailored to each client. Quick, easy access to expert tools and research means they spend less time pulling data and more time building client relationships.

Save time by leveraging smart technology

They also get access to leading-edge technology that automatically verifies accounts and trades for compliance before processing changes and saving time by ensuring all required information has been captured right from the start.

Improve client relationships and increase sales results

We supply ongoing sales, marketing, and compliance support to ensure sales professionals are held to the highest standards. This also guarantees the consistency needed for strict compliance to legal requirements.

Credential Financial Strategies

Life Insurance

The most important thing you'll ever buy

While many people think of life insurance primarily as a tool to protect their loved ones, it can be used for much more.

For individuals, adequate insurance can:

Supplement a retirement income

Enhance or equalize an estate

Act as a tax-advantaged investment solution

For business owners, it can:

Provide a tax-shelter for savings

Become a source of retirement income

Help alleviate debt such as a line of credit

Be means to fund a buy-sell agreement between partners you've accumulated

Understanding your insurance needs, and aligning them to the correct solution, is what we do.

Wealth Strategies

2265 Bloor Street West, Toronto, Ontario M6S 1P1, Canada

416-763-5575

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

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. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.