Creative Arts Financial has partnered with Aviso Wealth Inc. – a cooperative system-owned wealth management organization – offer one of the widest ranges of investment options in the industry. Picture mutual funds, stocks and bonds.
Our wealth team consists of advisors who are mutual fund-licensed through Credential Asset Management Inc. or full securities-licensed through Credential Securities.
Your plan may require directly investing in publicly traded securities on Canadian and U.S. stocks and bond markets. Perhaps you need managed money solutions, mutual funds, exchange traded funds (ETFs) or fee-based accounts through pension quality portfolio managers. We consider everything and critically analyze suitability and appropriateness based on your objectives and risk tolerance before we make recommendations.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.