Hi there. We wanted to take a minute to let you know about some exciting news: Credential Financial Inc. is joining forces with Qtrade Financial Group and NEI Investments to form Aviso Wealth. What does this mean for Credential Direct? It means we’re getting better. We’re becoming a stronger financial institution, and soon we’ll have even more resources to provide you with best-in-class investment services and technology.
Since the beginning, Credential Direct has been about delivering best-in-class service and exceptional value for the everyday investor. Together, we’ll share a commitment to empowering self-directed investors and making investing easy.
You may be wondering, “How does this affect me?” The important thing to know is that there won’t be any changes to your accounts at this time, and you can invest as you would normally. Over the next several months, we’ll be working with Qtrade and NEI (plus the Canadian regulators of course), to obtain all the necessary approvals so we can officially close the deal. In the meantime, we’re committed to staying in touch with you throughout this process. If something important is coming down the road, we’ll make sure you know about it well in advance.
We’re excited about this new chapter for Credential Direct, and we’re still committed to making direct investing accessible to all Canadians–regardless of age or experience. If you have any questions about your Credential Direct accounts, this news, or anything else, please contact Credential Direct support at firstname.lastname@example.org or by phone at 1.877.742.2900.
For more information about Aviso Wealth, you can read the press release here.