Wealth Management

In partnership with Aviso Wealth, our Wealth Management Advisor offers services that include Business Investment Services, expected cash flow and portfolio allocation, including terms and Mutual Funds*. You can make an appointment with our Wealth Management Advisor via email or by contacting your branch.

Investment Planning

Belgian-Alliance Credit Union wants our members to achieve financial freedom and security. We are dedicated to working with you to make your dreams become a reality.

Our in-house Wealth Management Advisor will work with you to develop a personal strategy by analyzing your business needs, determining and initiating a plan of action, and assisting you with a recommendation of investment products which best suit your business goals and objectives. There is no obligation to you - it is our way of saying thank you.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.