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Our wealth partners

We collaborate with a number of wealth partners to ensure you have access to all the tools you need to achieve your goals.

Powering your possible with a little help from our wealth partners

 
 
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Aviso Wealth

Who are they?

Aviso Wealth is one of Canada’s leading wealth services providers. An experienced and trusted wealth partner, they help strengthen our team so we can deliver on our promise to ignite your potential.

How do they support us?

Aviso supports our team with a range of products, tools, and expertise to help us empower your financial wellness.

  • Mutual funds & securities

  • Digital advice tools

  • Responsible investing

 
 
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Qtrade

Who are they?

Qtrade is an online brokerage firm consistently ranked as one of the best in Canada. They help ensure we can support any investing preference you have – be it building your own portfolio or taking advantage of professional guidance.

How do they support us?

Partnering with Qtrade, we provide you with access to:

  • Qtrade Direct Investing™ – An award-winning, low-fee online investing platform that helps you confidently trade stocks, bonds, and ETFs.

  • Qtrade Guided Portfolios® – A simple, convenient digital investing service that provides you with a professionally-managed, low-cost portfolio personalized to you.

Learn more

 
 
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Junior Achievement British Columbia (JABC)

Our credit union proudly partners with JABC as the exclusive sponsor for its personal finance program.

Who is JABC?

Junior Achievement British Columbia is a not-for-profit impact organization. For over 65 years, it’s delivered free hands-on education in work readiness, financial health, and entrepreneurship to thousands of young people across BC.

How does Gulf & Fraser help?

Since 2019, we’ve helped JABC teach high school students the fundamentals of finance. This includes topics like budgeting, managing credit, and saving money. Through our classes, we aim to help these young people build the knowledge and skills to secure their financial wellness into the future.

 
 
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Each One, Teach One

Our credit union proudly partners with Each One, Teach One to offer virtual and in-person financial workshops across the Lower Mainland and Fraser Valley.

What is Each One, Teach One?

Each One, Teach One is a program designed to provide basic, plain language financial education. Its goal is to empower people with the knowledge to make good financial decisions for themselves and their families.

How does Gulf & Fraser help?

Trained volunteers from our team visit local schools and community groups to deliver financial literacy sessions. The topics range from filing taxes and basic budgeting to preventing identity theft.

 

Other pages you may find interesting

How we help

From planning to investing, we offer a wide range of wealth services to help you achieve your goal.

Meet our wealth team

No matter where you are on your journey, our advisors will put their expertise to work ensuring your financial wellness.