Title: Client Experience Survey – April 2025
Date: April 15, 2025

Join us Tuesday March 26, 2024 for a free lunch hour webinar.

Effective April 1, 2024 Credential Securities, Credential Asset Management,  will merge under the new name Aviso Wealth.

Your feedback matters!

We are seeking to understand what is going well with your wealth experience and learn about areas where we can improve. To do that, we've partnered with Credential Research to survey our wealth clients.

Credential Asset Management Inc., our partner in wealth management, is sending out a short 5-minute survey to a group of clients to gather feedback on their experience.