Investment Portfolios
OnPoint Managed Portfolios
Complete
Fully diversified, professionally managed investment portfolios combining individual stocks and fixed income pools, or a choice of ETF portfolios
Customized
An investment strategy that matches your personal objectives, with a suite of nine mandates
Actively managed
Institutional-calibre investment managers use their deep expertise to select securities, and make buy and sell decisions
Simple
All day-to-day details are handled by investment professionals at Aviso Wealth
All-inclusive fee
Fee-based accounts provide services for one transparent, monthly fee, based on account size
Cost-efficient
Save with potential tax deductions on non-registered accounts, and lower fees with account grouping
Exclusive
Available only to credit union members with a minimum account size of $100,0001
Activities performed by Aviso Wealth are conducted through Credential Qtrade Securities Inc.