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.

In partnership with Aviso Wealth, we offer Wealth Management Services at all of our branches via our in-house Wealth Management Advisor. Services include investment planning, Business Investment Services and Mutual Funds*, among others.

Our in-house Wealth Management Advisor will work with you to develop a personal strategy by analyzing your needs, determining and initiating a plan of action, and assisting you with a recommendation of investment products which best suit your individual goals and objectives. There is no obligation to you - it is our way of saying thank you. You can make an appointment with our Wealth Management Advisor via email or by contacting your branch.

*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.