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Credential Asset Management
Credential Asset Management is a family-owned investment firm that offers a variety of investment products. It is a registered member of the Canadian Investor Protection Fund. Its products include individually managed accounts and managed solutions. The firm’s services are offered across a variety of markets. It also provides financial planning, life insurance, and investment services.
Credential Asset Management is a Family-owned Business
Founded in 2003, Credential Asset Management provides investment and financial planning services. The firm also offers mutual funds and life insurance. It uses the Wealth Your Way trademark under license. The firm’s mission is to provide comprehensive and personalized financial planning and investment advice. It is also committed to supporting the local community.
Credential Asset Management provides a range of investment products and services for a broad client base. The company’s portfolio includes both separately-managed accounts and managed solutions. The firm is part of Aviso Wealth Inc, a national wealth management provider. The company has over $60 billion in assets under management.
In its settlement agreement, Credential Asset Management agreed to pay the BCSC $300,000. The company also ceased providing incentive payments for the sale of mutual funds and imposed new policies and procedures. The BCSC and MFDA worked together to achieve this settlement. The firm’s settlement agreement with the BCSC also included additional payments to the MFDA.
Offers Financial Planning, Life Insurance, and Investments
Credential Asset Management is a firm that specializes in mutual funds, life insurance, and investments. It uses the Wealth Your Way trade-marks under license to provide investment products.
The firm also offers financial planning services. It gives clients access to a wealth manager who is experienced in the field. Their financial advisors provide financial analysis and advice and can help clients choose products and strategies that meet their needs.
Credential Asset Management provides a comprehensive range of investment products, including separately managed accounts and managed solutions. Credential Asset Management focuses on personalized service and is committed to helping clients achieve financial security and strength. The company also offers free financial planning consultations to help clients evaluate their financial situation and set goals.
Member of the Canadian Investor Protection Fund
Credential Asset Management is a member of a Self Regulatory Organization (SRO), the Investment Industry Regulatory Organization of Canada. The SRO oversees investment dealers and trading activity on Canada’s debt and equity markets.
Its mandate is to establish high-quality regulatory standards to protect Canadian investors. It also strengthens market integrity and promotes efficient and competitive capital markets.
Credential Securities provides a full suite of investment options to its clients. Its comprehensive solutions help Canadians achieve their financial goals through leading-edge tools and services. Credential Securities’ sales and compliance systems are optimized for efficiency. They make it easy to establish new accounts and complete sales transactions.
The CIPF is a not-for-profit corporation established by the Canadian investment industry in 1969 to protect the assets of individual investors in the event of bankruptcy. The CIPF provides coverage of up to $1 million in shortfalls.
The difference between the market value of an account and what an insolvent investment dealer can return. While investment firms rarely become insolvent, protecting your investments is always a good idea.
Credential Asset Management is a federally incorporated company with registered offices in Vancouver, British Columbia. It is a member of the Investor Protection Corporation and is registered as a mutual fund dealer in every province in Canada. The firm also owns CU Financial Management, a subsidiary that offers financial planning, life insurance, and investments.
While the CIPF covers losses incurred by investors when an investment firm goes out of business, it does not cover losses resulting from inappropriate investment, manipulation, or poor information. In addition, CIPF does not make up for losses from fraud, manipulation, or misrepresentation.
Registered Mark of Aviso Wealth Inc
Credential Asset Management offers mutual funds and other securities and is registered with the Canadian Investor Protection Fund (CIPF). Credential Qtrade Securities Inc. is the distribution arm of Credential Asset Management.
It offers mutual funds, managed accounts, and other securities. The firm also charges management fees and referral fees. However, the funds are not guaranteed or insured. Past performance may not be repeated.
Aviso Wealth is a wholly owned subsidiary of Credential Qtrade Securities Inc., and the company is owned by five Provincial Credit Union Centrals and CUMIS Group Limited. Other subsidiaries include Credential Securities, Credential Qtrade Advisor, and Credential Insurance Services Inc. The company also owns NEI Investments L.P., a registered investment company in the United States.
Credential Asset Management provides financial planning and investment services through a website and mobile app. However, the site requires manual entry of client/investor numbers. The company does not take responsibility for any errors or omissions in the content. The website may contain links to third-party websites that provide more information.
Unless expressly noted otherwise, the information on Websites is provided “as is.” Aviso does not warrant the accuracy, suitability, or operation of such Websites. Further, it does not warrant that such Websites will meet the user’s requirements, remain available, or not contain viruses or other destructive properties.