Credential Disclosure and Mutual Funds Disclaimer

Synergy Credit Union acts in partnership with Aviso Wealth Inc. and its related companies to provide you with access to a comprehensive line of investments. We're here to help. We've got plans, tools and expert advice so you can end up with more money now — and for years to come.

Credential Securities, Qtrade Investor, Credential Asset Management Inc. and Credential Financial Strategies Inc. are subsidiaries of Aviso Wealth Inc.

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Mutual funds and related financial planning services are offered though Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered though Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Credential Financial Strategies Inc. offers life insurance and investments to members of credit unions and their communities. Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.

Webpages, articles and other content provided through Credential Asset Management Inc., Credential Securities, Credential Financial Strategies Inc. and Qtrade Investor on this website and related web-pages, are obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. Content is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds, other securities or financial products. We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax related matters. Using borrowed money to finance the purchase of securities involves greater risk than purchasing using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Please speak personal financial representative before making any financial planning decision or implementing any strategy.