Your idea of what it means to be wealthy is likely different from everyone else. It may mean owning property, spending more time with family and friends, or traveling the world.
No matter how you define wealth, our goal is to bring more of it into your life — and that starts by contacting a KCCU Wealth Solutions Advisor.
A KCCU Wealth Solutions Advisor will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there.
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.
