Wealth Management

Investment Solutions Built for You

The first step to savings is simple, setting money aside for a specific purpose.  The second step is building an effective saving and investment plan.

  • What are your investment goals and timeframes?
  • How much do you want to invest?
  • How much can you invest?
  • What kind of investor do you want to be?
  • How will you build your portfolio? Will you need help to do so?
  • What types of investment options might you utilize to reach your goals?
  • What is your risk tolerance?
  • How will you monitor your investments? How often should you monitor?
  • How will I know when it is time to rebalance my portfolio?

With many questions in mind, you may wish to reach out for advice.   We will work closely with you to help meet your financial goals, discuss your investment options, and create a personal plan that works for you.

Working with a Wealth Advisor

Whether you’ve been building your investment portfolio for years, or you’re just getting started, there’s more to a wealth plan than putting money away for retirement.   We’re here to help.

Professional Investment Advice

Our KCCU Investment Specialists work for you, not for commission. They take time to get to know you and will help provide investment solutions and strategies that are built right for you.

Whether you want to try trading mutual funds or invest in something with a more predictable return, our Aviso Wealth Mutual Funds Investment Specialists will work closely with you to help meet your financial goals, discuss your investment options, and create a personal plan that works for you.

Meet our Team:

David Deodato

Mutual Funds Investment Specialist | Aviso Wealth

Jennifer Mulholland

Mutual Funds Investment Specialist | Aviso Wealth

Nicolus Blunt

Mutual Funds Investment Specialist | Aviso Wealth

Qtrade Direct Investing®

Qtrade Direct Investing® will help you build your own investment portfolio from the ground up. With this easy-to-use online and mobile trading platform, you take care of your own investing in stocks, mutual funds, bonds, and ETFs with low-cost commissions.  Find new investing ideas, check analysts’ recommendations, and review technical data to make informed investing decisions for yourself.

Take charge of your investments today.

Qtrade Direct Investing offers:
  • Comprehensive investment options
  • Low fees and commissions
  • User-friendly platform
  • Award-winning customer service

Investment and Savings Solutions

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial 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.

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.

  • A secondary piece of identification from the primary list above
  • Canadian Birth Certificate
  • Credit Card bearing the name and signature of the individual which has issued by a well-known and reputable Canadian financial institution
  • A CNIB (Canadian Institute for the Blind) client card bearing the individual’s photo and signature
  • Provincial Outdoors Card
  • Canadian University or College Student Card with photo (for student identification only)
  • An employee identification card (with photo) issued by an employer that is well known in the community (i.e. KGH, DND, Queens University, Corrections Canada, etc.)
  • Foreign passport
  • Canadian Passport
  • Permanent resident card
  • Citizenship card (issued prior to 2012)
  • Secure Certificate of Indian Status issued by the Government of Canada
  • Driver’s licenses issued by province or territory
  • The DND (Department of National Defense) 404 driver’s license
  • Nexus Card issued by Canada Border Services Agency
  • Provincial Service Cards
  • Provincial or territorial identity cards (i.e. Ontario Photo Identification Card)
  • Foreign Passport (only if it is equivalent to a Canadian issued photo identification document)