The Canadian Investment Regulatory Organization (CIRO) began operating on January 1, 2023, following the amalgamation of the MFDA and IIROC. Aviso is taking the opportunity presented by the merger to bring together our two dealers (Credential Asset Management Inc. and Credential Securities) under one name. As a result, effective April 1, 2024, Credential Securities will rebrand to become Aviso Correspondent Partners.

Our purpose is to power businesses that empower investors. We remain focused on combining the strengths and capabilities of your portfolio manager with the custodial platform services of Aviso.

What’s changing for you?

Starting in Spring 2024, the statements you receive will be updated with the new Aviso Correspondent Partners name and brand. If you access your account electronically, your online portal will have a new look and feel to represent the new brand.

What is not changing?

The relationship you have with your portfolio manager remains the same. Your accounts and investments, and fees are not impacted by these changes

Questions?

If you have any questions, please reach out to your portfolio manager.

^{Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc.) and Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, and Qtrade Advisor, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.}