About us

Our partners

Caisse populaire Alliance Limitée

The Caisse Populaire Alliance Limitée is a financial institution owned and governed by people such as you, the members. They strive to offer all their members the best products and financial services available and to support, maintain and participate in various community projects and economic development, which benefit our area.

Their long-term success has been attributed to the loyalty and patronage of their members, and the dedication and hard work of their founders, board of directors, committee members, and all staff and management, both past and present, since the Caisse Populaire was founded.

Aviso Wealth Inc.

Our partner in wealth management

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

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.

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.

At Alliance Wealth Management, we offer investors access to the following Aviso Wealth services:

Credential Securities : For advice investing in stocks, bonds, mutual funds and other investments.

Credential Financial Strategies : To protect against the unexpected with insurance or to plan your estate.

Credential Asset Management Inc. : For mutual funds and related financial planning services.

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



Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc. Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

Skip to content