Aviso Wealth Disclosure and Mutual Funds Disclaimer
Aviso Wealth Disclosure and Mutual Funds Disclaimer
Synergy Credit Union acts in partnership with Aviso Wealth and its related companies to provide you with access to a comprehensive line of investments. We're here to help. We've got plans, tools and expert advice so you can end up with more money now — and for years to come.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. 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.
Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.
Webpages, articles and other content provided through Aviso Wealth and Qtrade Direct Investing on this website and related webpages, are obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. Content is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds, other securities or financial products. We are not tax advisors, and we recommend that clients seek independent advice from a professional advisor on tax related matters. Using borrowed money to finance the purchase of securities involves greater risk than purchasing using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Please speak personal financial representative before making any financial planning decision or implementing any strategy.
Payment Protection Disclaimer
Payment Protection Disclaimer
To contact CUMIS, please visit www.cumis.com or call 1-800-263- 9120.
Individual circumstances may vary. You may wish to contact the licensed insurer’s representative or a licensed insurance agent if you need advice about your insurance needs.
Third-party Suppliers' Registration and Trademark Disclaimers
Third-party Suppliers' Registration and Trademark Disclaimers
®The Collabria Visa Card is issued by Collabria Financial Services Inc. pursuant to a license from Visa. *Trademark of Visa Int., used under license