Wealth Management Services

Why Investing with Prosperity Credit Union's Wealth Management Services Makes Sense

When you hear the words "wealth management," you might picture glass skyscrapers and busy city offices—not the rolling fields and small towns of rural Saskatchewan. But here at Prosperity Credit Union, we're bringing expert financial advice right to your doorstep, through our partner, Aviso Wealth. Whether you're planning for retirement, saving for your children's education, or simply wanting to make your money work harder, our Wealth Management Services are designed with you in mind.

Why Choose Prosperity Credit Union Wealth Management Services through Aviso Wealth?

We know you have choices when it comes to financial services, but here's what makes us different:

Old weathered barn with windmill in a field.

Local Commitment

We invest in the communities where our members live and work. When you invest with us, you're helping your community prosper.

Personalized Service

Your goals are unique, and your financial plan should be too. Our advisors work with you to create strategies that fit your life.

Barista smiling, using a tablet, leaning on a bar.

Convenience & Accessibility

We meet you where you are—whether that’s in a branch, online, or at your kitchen table.

Local People, Expert Advice

Accessing Professional Services Has Never Been Easier

Living in a rural area shouldn’t mean missing out on expert financial advice. With our Aviso Wealth Advisors, you don’t need to drive for hours to a city to meet with a financial planner. We offer flexible options to connect with our Wealth Management team:

In-Person Meetings at Your Local Branch
Virtual Appointments
On-Farm Visits

Comprehensive Wealth Management Services

No matter where you are on your financial journey, our Wealth Management Services are built to guide you every step of the way. Here’s how we can help:

Investment Planning: We'll work with you to create a personalized investment plan to meet your short- and long-term goals.
Investing & Brokerage: Whether you're new to investing or looking to diversify your portfolio and take it to the next level, we offer a full range of investment options tailored to your risk, comfort and financial objectives.
Retirement & Estate Planning: From RRSPs to estate advice, we help you plan for a secure and worry-free future.

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Qtrade Guided Portfolios®

A smart, easy way to invest.

Get Started

Your Future Starts Today

You work hard for your money—it should work hard for you. With Prosperity Credit Union's Wealth Management Services, you get the best of both worlds: professional expertise and the hometown service you trust.

Reach out to us today to schedule a conversation with our Wealth Management team.
Whether you're starting small or ready to take the next big step, we're here to help you prosper—right here in rural Saskatchewan.

Let's grow your future together.

Talk to an Advisor

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.