Private Wealth Solutions

Premium wealth management designed with you in mind.

Exclusive to credit union members
Aviso Wealth’s Private Wealth Solutions* offer powerful expertise and lower fees for members with $50,000+ to invest.

Member benefits include: 


Fully diversified, professionally managed investment portfolios


An investment strategy that matches your personal objectives

Actively managed

Expert, pension-calibre investment managers provide portfolio construction, ongoing management, rebalancing, and reporting


All day-to-day investment decisions are handled by the investment manager


One simple, annual fee based on account size, paid monthly—no transaction fees or commissions


Save with potential tax deductions on non-registered accounts, and lower fees with account grouping


Available to members and households with $50,000+ of assets to invest

Choose from three unique options.

Your financial advisor will help you determine which solution is right for you.

Each portfolio is constructed and managed by professional investment managers. With Private Wealth Solutions, you have a wide range of experts working on your behalf to help you meet your investment goals.
OnPoint Pooled Investments
Beyond mutual funds: Premium expertise, lower cost.

Suitable for investors looking for ongoing investment oversight by pension-calibre investment managers.

  • Each portfolio is built using a pool of funds selected to match your personal investment objectives
  • Six strategies ranging from Income to Total Equity, including a Fossil Fuel Free mandate
  • One simple monthly fee based on account size
  • Minimum account size: $50,000
OnPoint Managed Portfolios
A winning combination: Individual stocks and pooled funds.

Suitable for investors who like to “look under the hood” and see the individual stocks in their portfolio.

  • Each portfolio contains segregated equities and pooled funds, managed by pension-calibre investment managers
  • Over 10 strategies ranging from Income to Total Equity, including ETF portfolios
  • One simple monthly fee based on account size
  • Minimum account size: $100,000 per strategy
Credential Managed Account
It’s personal: Custom-built solutions for large and complex portfolios.

Suitable for investors who want a high quality, customized solution that is tailored to their needs and preferences.

  • Each customized portfolio may contain stocks, bonds, pooled funds, and ETFs
  • Unlimited combinations, with over 20 strategies across multiple asset classes, including Responsible Investing mandates
  • Access to a wide range of pension-calibre managers
  • Assets are separately managed— not pooled—so investor owns the securities, resulting in tax efficiency
  • One simple monthly fee based on account size Minimum account size: $150,000 per strategy

A guide to Credential Managed Accounts
You’re one-of-a-kind.

So is your portfolio.

We're ultra-local & here to help!

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. 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. OnPoint Pooled Investments, OnPoint Managed Portfolios, and the Credential Managed Account are distributed by Aviso Wealth.
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