Wealth Management
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Pursue your goals with confidence
Parama Credit Union is committed to providing our Members with access to integrated wealth management and investment options suited to their individual needs.
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 funds, other securities and cash balances are not insured nor guaranteed; their values change frequently and past performance may not be repeated.
- For a review of your portfolio, contact one of Parama’s Investment Specialists.
- To book an appointment call (416) 207-9239 or email wealth@parama.ca.
Discover Investor Hub, the modern and secure online portal replacing Aviso Online. Get a complete view of your Aviso Wealth portfolio and manage your investments easily.
Welcome to Investor Hub: Your modern investment portal
We are proud to introduce Investor Hub, a powerful new online portal designed to give you secure, convenient access to your Aviso Wealth portfolio. Replacing Aviso Online, Investor Hub delivers a fully modernized experience to help you track your investments and reach your financial goals.
Everything you need in one place
Managing your wealth is now simpler and more intuitive. Whether you sign in from your desktop or use the dedicated mobile app, Investor Hub provides a seamless experience. The user-friendly design allows you to view your current holdings, review historical transactions, and analyze performance data with easy navigation.
Key benefits
- Complete portfolio view: See your total consolidated balance, asset allocations, and dailyexchange rates at a glance.
- Intuitive navigation: Enjoy a modern interface that makes finding essential account informationquick and straightforward.
- Integrated financial picture: Link your personal and business accounts to see a comprehensiveview of your wealth.
- Built for connection: Investor Hub is designed to add more capabilities and features over time,helping you stay connected to your goals and your advisor. You can reach out to your advisordirectly through the portal whenever you need support or guidance.
- Easy document access: Securely view, download, and manage your delivery preferences forstatements, trade confirmations, and tax receipts.
- Enhanced security: Keep your financial data safe with standard multi-factor authentication (MFA).
Make the switch today
Investor Hub represents a major step forward with a more responsive, feature-rich environment. You will find enhanced self-serve options, detailed charts, and robust filtering tools that make understanding your investments easier than ever before.
Get started
Ready to explore your new portfolio experience? Begin your registration here:
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.
We’ve partnered with Qtrade Direct Investing™ to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds – with low trading fees.
- Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
- Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology.
- Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.
The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today.
Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up free for 30 days.
Qtrade Spring 2026 Cash Back Offer
Invest smarter with Qtrade Direct Investing® and get up to 10% cash back* when you open and fund an account.
Enter a new era of investing with Qtrade, our trusted partner for self-directed investing. For a limited time, new clients can earn up to 10% cash back* when you open and fund a new Qtrade Direct Investing account and apply promo code SPRING26.
Whether you’re just beginning or already an experienced investor, this is your opportunity to build your portfolio with confidence and keep more of your money working for you.
Offer period: May 1 to July 31, 2026. Open your account by July 31, 2026, and fund by August 31, 2026, to qualify.
*Available to new Qtrade Direct Investing clients only. Bonus amount depends on net new deposits and additional conditions apply. Terms & conditions apply.
*Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trademarks of Aviso Wealth Inc. and/or its affiliates.
Digital Advice from Qtrade Guided Portfolios
A smart, easy way to invest
Qtrade Guided Portfolios is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance.
Qtrade Guided Portfolios offers investment portfolios for a wide range of investor needs, including responsible investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth.
Getting started is easy. Tell Qtrade Guided Portfolios a little about yourself through a goal-based questionnaire and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and Qtrade Guided Portfolios will do the rest for you.
Qtrade Guided Portfolios provides:
- A fully automated service so you don’t have to make any investment decisions
- A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
- Continuous oversight and regular rebalancing by our team of experts
- Mobile apps for tracking your investments
- Friendly support from knowledgeable investment representatives by email and phone
A service you can trust
*Qtrade Guided Portfolios is a division of Aviso Financial Inc. Aviso Wealth (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions of Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
