What is Investing?
You have goals and ambitions in life – perhaps it’s running a business, raising a growing family, or enjoying retirement.
Libro Wealth Strategies partners with Credential Securities to provide you with experts who are here to help you reach those goals.
OnPoint® Managed Portfolios
For those who are looking for a sophisticated strategy to confidently navigate investment decisions, there’s OnPoint Managed Portfolios. There are a number of investment options that our experts can guide you through.
With OnPoint® Managed Portfolios you’ll have:
- Access to world-class investment managers
- A fully diversified institutionally managed portfolio for a single annual fee
- Extensive quarterly reviews to analyze industry variables as well as identify investment themes and market changes
OnPoint® Managed Portfolios are best suited to investors who:
- Have a minimum of $100,000 to invest
- Want peace of mind that the day-the-day details of managing your investments is being handled by experts
- Prefer one, predictable fee, enabling you to relax and focus on what’s important to you
Credential Managed Account
A Credential Managed Account deliver the discipline, risk management, and expert advice required for large, complex portfolios.
With a Credential Managed Account you’ll have:
- A team of professionals who handle all of the details from buy and sell decisions, to tax strategies and performance monitoring
- Customized investments to reflect not just your risk and return expectations but also your tax considerations, liquidity needs, special holdings, personal values, and family priorities
- Comprehensive and transparent reporting informing you about rates of return, detailed holdings and fees
Credential Managed Account is best suited to investors who:
- Have a minimum of $150,000 to invest
- Want a life free from time-consuming day-to-day investment decision
- Prefer fees that are transparent, all-inclusive, and tied to account value, not trading activity
Responsible Investing
What is responsible investing?
Responsible investing is an investment approach that factors environmental, social and governance criteria into investment decisions to generate sustainable, long-term returns and positive societal impact.
Why invest responsibly?
- Personal values and goals
- Help the environment
- Demand greater accountability from companies
- Competitive and sustainable returns
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.
The Credential Managed Account and OnPoint Managed Portfolios are distributed by Aviso Financial Inc.. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. The Credential Managed Account is distributed by Credential Securities. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.