Libro Wealth Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Libro Wealth Strategies are used under licence by Aviso Insurance Inc.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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 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. The Credential Managed Account is distributed by Credential Qtrade Securities Inc. OnPoint Managed Portfolios are distributed by Credential Qtrade Securities Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Qtrade Securities Inc. is a Member of the Canadian Investor Protection Fund.
The information contained in this website was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. This website is provided as a general source of information and should not be considered personal advice. Please speak to your personal financial representative before making any financial planning decision or implementing any strategy. We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax related matters. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. This communication is intended for Canadian residents only.
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