Mutual Funds
Take your investments to a new level by investing in a professionally managed collection of stocks, bonds, and securities.
Why invest in mutual funds?
Professionally managed
Let the experts do the heavy lifting, monitoring the markets and managing your mutual funds for you.
Fully diversified
Invest in a pool of varied investments that keep your portfolio well diversified to lower risk.
Options for everyone
Whether you want growth, security, or something in between, we have a mutual fund for you.
You’ll always be ahead when you’ve got someone behind you.
At Beaubear Credit Union, you’ll find all the wealth management solutions you need, from a partner you can depend on. Let me help you grow and protect your wealth with a strategy that’s right for you.
"I am thrilled to step into the role of Investment Specialist, where I will provide tailored investment solutions that will focus on members' unique needs. I am committed to empowering members to feel confident about their financial futures.
My goal is to inspire confidence by offering expert guidance and clarity in investment strategies. I look forward to helping you achieve your financial goals!"
Come in and let’s talk about your future, today.
Maggie Power
Investment Specialist | Beaubear Credit Union
Mutual Funds Investment Specialist | Aviso Wealth
Tel:506.622.9390 | mpower@beabear.ca
Aviso Online Client Portal
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso WealthL.P. which in turn is owned 50% by Desjardins Financial Holdings Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS group Limited. The following entetioes are subsidiaries of Aviso: Credential Qtrade Securities Inc. ( including Credential Securities, Qtrade Direct INvesting, Qtrade Guided Porfolios, Qtrade Advisor and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Ethical Investments L.P.
Wealth management resources.
Aviso Wealth is part of Aviso, one of Canada's largest independent wealth management firms. Owned by the credit unions, we serve over 600,000 investors at 150 credit unions across Canada.
With approximately $125 billion of assets under administration and management, Aviso has the resources to bring the best products and services to credit unions and their members. Invest with confidence, with Beaubear Credit Union and Aviso.
• Over 30 years as the wealth management provider to credit unions across Canada.*
• One of Canada’s largest independent wealth management firms.
• Parent company of Aviso Wealth, NEI Investments, and Qtrade.
• Owned by Canada’s credit unions and Desjardins.
* Formerly Credential Financial (1992-2019)
These educational articles are provided by Aviso Wealth, a division of Aviso Financial Inc.
With approximately $125 billion of assets under administration and management, Aviso has the resources to bring the best products and services to credit unions and their members. Invest with confidence, with Beaubear Credit Union and Aviso.
• Over 30 years as the wealth management provider to credit unions across Canada.*
• One of Canada’s largest independent wealth management firms.
• Parent company of Aviso Wealth, NEI Investments, and Qtrade.
• Owned by Canada’s credit unions and Desjardins.
* Formerly Credential Financial (1992-2019)
These educational articles are provided by Aviso Wealth, a division of Aviso Financial Inc.
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Copyright 2024 Beaubear Credit Union. All rights reserved.
Copyright 2024 Beaubear Credit Union. All rights reserved.
