KCCU Wealth Solutions

KCCU Wealth Solutions Full service high net worth brokerage experience, offering investments, insurance, tax & estate plans Please read the prospectus before investing.

KCCU Wealth Solutions is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of KCCU Wealth Solutions are used under licence by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commission

s, management fees, and expenses may all be associated with mutual fund investments. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.

07/16/2026

What if the decisions you make today could impact your family for generations?

Generational wealth isn't just about money in the bank. It's about assets, knowledge, opportunities, and creating a foundation that lasts long after you're gone.

07/13/2026

Here is what the most successful families are doing to facilitate healthy family dynamics and grow their wealth across generations.

07/09/2026

A practical guide for business owners and high earners to build and protect wealth with smart investing, good legal assistance, and cybersecurity strategies.

Please note that we will be closed Wednesday, July 1st, 2026, for Canada Day.
07/01/2026

Please note that we will be closed Wednesday, July 1st, 2026, for Canada Day.

On Friday, participated in the 2026 United Way Kingston, Frontenac, Lennox & Addington Day of Caring 💚Collectively, volu...
06/08/2026

On Friday, participated in the 2026 United Way Kingston, Frontenac, Lennox & Addington Day of Caring 💚

Collectively, volunteers supported 50 local organizations, contributing their time and effort to a range of initiatives, including gardening, painting, cleaning, and landscaping. Our team was pleased to support Tipi Moza, where we assisted with spring cleaning, garden maintenance, and fence staining.

We always value the opportunity to step away from the office and contribute meaningfully to our community!

Ready to actively grow your wealth? Shift your focus from simply protecting your money to actively expanding it. Join ex...
06/02/2026

Ready to actively grow your wealth? Shift your focus from simply protecting your money to actively expanding it. Join expert Doug Carroll for Part TWO of our Wealth Evolution series, "Wealth Growth," and discover how to use insurance as a powerful tax-driven investment strategy. You will learn how to achieve tax-sheltered investment growth and structure tax-deferred intergenerational wealth transfers. Secure your spot on June 3!

Topic: Wealth Evolution – Part TWO: Wealth Growth
Date: Wednesday, June 3, 2026 (2 sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Session 1: 12pm ET - Register here https://buff.ly/fUKUuaE
Session 2: 3pm ET - Register https://buff.ly/IbO3ael

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('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 Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P

Last week, we hosted an information session on Registered Disability Savings Plans (RDSPs).Our guest speaker, Flora Kamp...
06/01/2026

Last week, we hosted an information session on Registered Disability Savings Plans (RDSPs).

Our guest speaker, Flora Kampogo, guided attendees through the essentials of RDSPs, including eligibility requirements, tax considerations, and long‑term planning strategies.

A special thank‑you to Flora Kampogo, Director of Tax & Estate Planning, Canadian Domestic Tax, and Head of Retirement Planning at Mackenzie Investments, for sharing her expertise.

This information session was presented by Auvio Wealth with KCCU Wealth Solutions, in partnership with Mackenzie Investments.

If you would like to learn more about RDSPs, please contact your financial advisor.

05/30/2026

FP Answers: Once the RESP can no longer be used for schooling expenses there are restrictions on how the funds can be withdrawn.

Join us for the next session of 2026 Wealth Evolution webinar series! Part TWO focuses on Wealth Growth, exploring how t...
05/27/2026

Join us for the next session of 2026 Wealth Evolution webinar series! Part TWO focuses on Wealth Growth, exploring how to complement your traditional investments with tax-driven insurance strategies. You will discover practical ways to shift your focus from simply protecting your money to actively growing it.

Topic: Wealth Evolution – Part TWO: Wealth Growth
Date: Wednesday, June 3, 2026 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Session 1: 12pm ET – Register here https://buff.ly/MAukub0
Session 2: 3pm ET – Register here https://buff.ly/1eQfyLH

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('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 Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P

05/27/2026

An RESP (Registered Education Savings Plan) is one of the smartest ways to save for post-secondary education. Plus, you can benefit from government grants along the way.

Address

795 Gardiner's Road Unit #5
Kingston, ON
K7M7E6

Opening Hours

Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm
Friday 9:30am - 4am

Telephone

+16135071131

Website

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