Wealth

Our Partners in Wealth Management

Introducing Aviso Wealth Inc.

Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Aviso Wealth , a leader in the area of wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.

A Credential Asset Management Inc. advisor can be found in our branch, providing investors with expert advice and guidance on growing and protecting their money.

Here at Beautiful Plains Credit Union, we offer investors access to the following Aviso Wealth services:

 

For help building a mutual funds portfolio.

 

Online brokerage for self – directed investors.

 

For more information on Credential, or on building and protecting your wealth, talk to one of our in-branch Credential Asset Management Mutual Funds Investment Specialist.

Pamela Levandosky

(204) 476-7808

plevandosky@bpcu.mb.ca

 

<Disclaimer>Mutual Funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Credential Asset Management Inc. and Credential Qtrade Securities are wholly owned subsidiaries of Aviso Wealth Inc.