Through our partner, Aviso Wealth, KCCU Wealth Solutions provides access to thousands of stocks, bonds, and mutual funds to help fuel your investment portfolio. Each plan can have the right mix of investments for your risk appetite and your investment objectives.
This program comprises a range of sophisticated, premium portfolio solutions that meet the unique, often complex, and evolving needs of affluent investors, while being simple to administer. They leverage the expertise of institutional-caliber managers with a relentless focus on delivering strong financial outcomes. The program ensures we can prioritize client relationships.
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. Trademark(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. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently, and past performance may not be repeated.
*The Aviso Managed Assets Program is offered by Aviso Financial Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
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.