Credential is part of the Aviso Wealth group of companies, including Credential Asset Management, Credential Securities, Credential Insurance Services and Credential Financial Strategies. Aviso Wealth and its subsidiary companies operate in the financial services industry, providing MFDA and IIROC dealer services, online brokerage and insurance solutions to credit unions and independent financial institutions across Canada. 

Banking

Insurance

Credential

Credential's headquarters in Vancouver, Canada

Scott Cheney

Kevin Vanderheyden

The Investment Specialists team at Credential is dedicated to providing expert guidance on mutual fund investments and wealth management strategies. They support credit unions and independent financial institutions by offering tailored investment solutions, conducting market analysis, and ensuring compliance with regulatory standards. With a focus on customer education and customized financial planning, the team helps clients navigate their investment options to achieve financial growth and security.

Investment Specialists

This department focuses on optimizing business processes and developing product solutions to enhance overall organizational efficiency.

Business Solutions

This department provides specialized financial advice and strategies to help clients grow and manage their wealth.

Wealth Management

The Leadership Team at Credential is responsible for strategic decision-making and oversight of the company's operations within the financial services sector. Comprised of senior executives across various divisions, the team drives organizational initiatives, fosters collaboration among subsidiaries, and ensures alignment with Aviso Wealth's overall vision to deliver comprehensive financial solutions to clients across Canada.

Leadership Team

The Compliance and Support team at Credential ensures adherence to regulatory standards and internal policies across all financial services offered by the company. They provide legal support, manage compliance for Credential Asset Management, and facilitate administrative processes, ensuring that both the organization and its clients maintain the highest levels of compliance and operational efficiency.

Compliance and Support

The Finance and Investments team at Credential is responsible for managing the company's financial strategy, investment portfolio, and risk assessment, ensuring sustainable growth and profitability. They collaborate closely with other departments to provide insightful analysis and facilitate effective investment solutions for credit unions and independent financial institutions across Canada, while also overseeing capital market activities and maintaining regulatory compliance.

Credential

Org chart

Teams

Investment Specialists

Business Solutions

Wealth Management

Leadership Team

Compliance and Support

Finance and Investments

Offices

Credential

Org chart

Teams

Investment Specialists

Business Solutions

Wealth Management

Leadership Team

Compliance and Support

Finance and Investments

Offices

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