VirtualWealth: Invest Your Money, Not Your Time

VirtualWealth is a simple and convenient online wealth management service designed to ensure you achieve your financial investment goals.

At Osoyoos Credit Union, we offer VirutalWealth so you can invest your money while saving your time. With the help of an Osoyoos Credit Union financial advisor, watch your virtual wealth grow from anywhere.

Financial Advice about Online Wealth Management Services

Online wealth management services have grown in popularity in recent years because they save you both money and time.

At Osoyoos Credit Union we are a community-based, member-owned and governed organization. Our aim is to provide our members with competitive products, professional personal service and expert financial advice to ensure you make the best and most informed financial decisions.

We believe VirtualWealth is an exceptional choice for members who wish to build wealth. VirtualWealth is powered by Aviso Wealth, a national financial services company that oversees more than $55 billion in assets under administration and management. With VirtualWealth, your investments are in exceptionally good hands.

VirtualWealth Saves your Time

VirtualWealth is an ideal online wealth management service for anyone who wants to build wealth without investing a ton of time. Your portfolio is monitored by a wealth automation system that automatically rebalances your investments so you don’t need to spend time selecting or adjusting your investments.

Once the set-up is complete, you will receive a professionally managed portfolio with a carefully designed asset mix to suit your requirements, automatic rebalancing to keep your investments on track, regardless of what happens in the markets and expert financial advice.

We are dedicated to ensuring you have the tools to establish a solid financial foundation that doesn’t require a huge investment of time.

Your VirtualWealth Account at Osoyoos Credit Union

When it comes to your financial needs, whether it is for retirement, estate, investment, education or tax planning, an Osoyoos Credit Union financial advisor can review your existing investments, with no obligation. Tell us a little about yourself and your goals and decide how much you want to invest. Together we can develop a tailor-made plan to achieve your financial goals.

If you select VirtualWealth, we can get you set-up. One of the greatest advantages of online wealth management services such as VirtualWealth are the low fees. Getting started and building wealth with the online wealth management service, VirtualWealth is easy; it only takes 10 minutes and 3 easy steps:

  • Complete a financial questionnaire
  • Review recommended investment profile
  • Open an account

To get started, open an account with us with as little as $2,000. Based on a simple goals-based questionnaire, we’ll recommend an investment profile and open your account accordingly.  

Watch Your Investments Grow with VirtualWealth

Once your VirtualWealth account is open, VirtualWealth will invest your money in a well-diversified portfolio of exchange-traded funds (ETFs).

From there you can watch your investments grow. VitualWealth keeps it simple and structured enough that you don’t need to worry. VirtualWealth provides you with:

  • A well-designed investment portfolio that’s suited to your needs
  • Continuous portfolio oversight
  • Continuous rebalancing to maintain investment goals
  • Support from your knowledgeable financial advisor

Contact us today to create your VirtualWealth account. Start investing and get the most out of your online wealth management today.