A fully diversified portfolio requires a financial plan. Whether your account is non-registered, an RRSP, RRIF, TFSA, RESP, RDSP you have a variety of investment solutions. Through our partner Aviso Wealth, KCCU Wealth Solutions provides access to thousands of stocks, bonds, and mutual funds, to add value to your investment account, so that each plan can have the right mix of investments for your risk appetite and objectives.
KCCU Wealth Solutions offers:
- Annuities
- Segregated Funds
Aviso Wealth offers:
- Managed Funds (Mutual Funds, Funds of Funds)
- ETFs (Exchange Traded Funds)
- Common and Preferred Shares
- IPOs (Initial Public Offerings)
- Bonds & Debentures
- REITS (Real Estate Income Trusts)
- GICs (Guaranteed Investment Certificates)
- Index-Linked GICs
- Principal-Protected Notes
Contact us for details.
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. 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.