Tag: Aviso

Canada’s Credit Unions Welcome Closing of Aviso Wealth Inc. Merger

Credential Financial Inc., Qtrade Canada Inc. and NEI Investment join forces to create a strong, values-based wealth management alternative for Canadian credit union members Vancouver, BC – Canada’s credit unions welcome the announcement today from CU CUMIS Wealth Holdings LP and Desjardins Group, detailing the closing of the merger of the businesses of Credential Financial Inc., Qtrade Canada Inc. and...

The Co-operators and Central 1 to streamline partnership

Guelph, Ont. and Vancouver, BC – To strengthen the core businesses of both organizations, The Co-operators and Central 1 Credit Union are announcing a change in their partnership. To create a stronger focus on key strategic priorities, Central 1 will remove its ownership interest in the CUMIS insurance operations, which it has shared with The Co-operators since 2009. CUMIS General...

Desjardins, provincial credit union centrals and CUMIS to merge the businesses of their subsidiaries, Credential, Qtrade and NEI, to create major Canadian wealth management firm

New combined company, Aviso Wealth, will focus on meeting the expanding wealth management needs of credit union members and other partners and clients across the country TORONTO (ON) - Desjardins Group and a partnership comprised of Canada's five provincial credit union centrals (the Centrals) and The CUMIS Group have entered into a definitive agreement to merge the businesses of their...