Aviso Wealth Inc.

our Partner in Wealth Management

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 marks owned by Aviso Wealth Inc. L’Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of L’Alliance Wealth Management are used under licence by Credential Financial Strategies Inc.

705-753-2971               

asimard@alliancewealth.ca
esimard@alliancewealth.ca

Credential Qtrade Securities Inc. is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.

Logo

To protect against the unexpected with insurance or to plan your estate

For Advice investing in stocks, bonds, mutual funds and other investments

Contact Us                

Angèle Simard, FCSI CIM PFP       

Eric Simard, CFP           

Your money is important to you, and it's important to us too.  That's why we've partnered with Aviso Wealth.


Aviso Wealth 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 five provincial credit union centrals and The CUMIS Group Limited.


A Stable, National Company       

​Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada's credit unions as well as a range of independent financial organizations. 

Aviso Wealth offers everything you would expect from a large national wealth company that's part of the credit union system:


  • Expert financial management and advice

  • Access to Canada's best investments and insurance products

  • Insights and research from financial analysts 

  • A Canadian perspective on the world of finance

  • The same friendly, helpful service you receive from your credit union.



Here at L'Alliance Wealth Management, we offer investors access to the following Aviso Wealth services:

                                                                                      

Begin with possibilities.  Achieve results.







                                   Office Address:                               Office Hours:
                                             209 Main Street, Suite 101                             Monday to Thursday:     9 am to noon & 1 pm to 4:30 pm
                                             Sturgeon Falls ON P2B 1P3                           Friday:                            9 am to noon & 1 pm to 4 pm
                                                                                                                     Extended hours available by appointment
                                                      
            ​