KCCU Wealth Solutions is dedicated to supporting investors and enhancing the financial well-being of our community. We provide exceptional financial and insurance planning services, guided by the values and principles of the co-operative movement.
Wealth management is an ongoing journey, not a one-time event. At KCCU Wealth Solutions, we recognize that comprehensive research and expert knowledge across all areas of financial planning are essential to building a successful financial strategy.
You’ve worked hard, and we’re here to help ensure that retirement is within reach by guiding you through solutions that directly contribute to a successful retirement plan.
As one of the most significant and complex milestones, estate planning requires careful thought. A well-crafted plan helps create a smooth transition, supports your succession goals, and safeguards the financial future of your beneficiaries.
By strategically managing your investments and financial planning through a tax-efficient lens, we aim to help you retain more of your earnings, minimize unnecessary costs, and ultimately maximize your long-term returns.
At KCCU Wealth Solutions, our approach is centered around you, the investor. Let us help you build a personalized investment strategy designed to work hard and grow with your financial goals.
Safeguarding your family’s wealth and the dedication behind building it is at the heart of what we do. How can we support you in protecting what matters most?
KCCU Wealth Solutions is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of KCCU Wealth Solutions are used under licence by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
A third party is an individual or entity, other than the account holder or those authorized to give instructions about the account, who directs what happens with the account. For example, if an account were opened in one individual’s name for deposits that are directed by someone else, the other person or entity would be a third party.
