connectFirst Credit Union

Aviso Wealth, based in Olds, AB, offers comprehensive wealth management solutions to help individuals grow and protect their assets. The company prides itself on providing personalized services tailored to each client's financial goals. With over $140 billion in assets under administration and management, Aviso Wealth has over 30 years of experience in delivering wealth solutions. The company partners with over 300 financial institutions, supporting 3,000 investment advisors on its platforms. Aviso emphasizes the importance of a strong company culture, being recognized as a certified Great Place to Work®. The company values career development and exceptional client experiences, offering challenging work opportunities for innovative professionals seeking to make a difference in the Canadian wealth ecosystem. Generated from the website content

Mountain View Credit Union Ltd, located in Olds, AB, offers a range of financial services for individuals, businesses, and agriculture. From spending and saving to investing and borrowing, they provide comprehensive solutions to meet different needs. Their services extend to insurance, supporting the community through scholarships, funding, and various initiatives. With a focus on wealth management, Mountain View Credit Union Ltd offers a variety of products such as mortgages and credit cards. Committed to community development, they actively engage in supporting local causes and organizations. Additionally, they provide resources and tools for financial education and guidance. Generated from the website content

Credential Financial Strategy is a financial services firm based in Carstairs, AB, specializing in providing personalized financial planning and investment solutions to individuals and families. With a focus on building long-term relationships with clients, the firm offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information