Aviso
Aviso was called this before being named Aviso
Credential Securities Inc (CSI)
This tool connects member's to QGP
The digital referral tool
QTD does not provide this
Investment advice
NEI stands for
Northwest Ethical Investments
The FC investment threshold
$100,000
*Not all credit unions have this high threshold. PWG has set this standard to make this platform cost effective to our members
The secondary option for investment through QGP
Responsible investing option with NEI mutual funds
QTD is best suited for this type of member
Members who have experience with investing and/ or have specific investment in mind.
These are NEI's four 'screens'
Tobacco, gambling, nuclear power, and weapons
These 3 companies merged to form Aviso Wealth
Credential Securities, QTrade, and NEI
Investment Threshold
$2,000
Acts as savings account until $2,000 is reached int he account.
All registered accounts but this one are available on QTD
RDSP
Ri
Responsible Investing
An investment approach that integrates environmental social governance factors into investment decisions.
Who oversees regulation of Aviso
CIRO - Canadian Investment Regulatory Organization
*Formerly IIROC - Investment Industry Regulatory Organization of Canada
The fee on this account is low at what rate and affords which 3 services
1.1%
- Back office Admin
- Automatic rebalancing
- Human advisor, Lindsey Smith - We are the only credit union to add an advisor to the program
The current running promo
5% cash back on first $15,000 you invest, 1% on each dollar after, to a maximum of $2,000.
For new and existing clients opening new accounts.
Payments for qualifying accounts will be paid in February of 2027
ESG
Environmental Social and Governance:
Criteria used to evaluate a company's non-financial impact
- Environmental: the company's approach to waste/conservation
- Social: How the company manages it's relationships (Employees, suppliers, customers, ect.)
- Governance: A company's leadership & ethics