Envision Financial
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Partners

We have strategic relationships with many different organizations and service providers in Canada. These partnerships help us offer you, our member-owners, expert financial advice and a wide range of products and services. Our main partners are:

» CUETS (Credit Union Electronic Transaction Services)
» Qtrade Investor
» INTERAC Association
» CUIS (Credit Union Insurance Services)
» Credential Financial Inc.
» Fincentric
» Telus
» ADP


CUETS MasterCard®

CUETS (Credit Union Electronic Transaction Services) is a strong national card organization, delivering a complete range of advanced payment systems and operational support to over 440 MasterCard affiliates (credit unions, caisses populaires, and other organizations) across the country, including Envision Financial.

CUETS is a member of MasterCard International, and has its head offices in Saskatchewan and Winnipeg. Regional offices are also located in Vancouver, Calgary, Toronto and Moncton.

Envision MasterCard holders can also take advantage of our Choice Rewards points program. Points are collected on every card purchase and are redeemable for free travel and merchandise rewards.

» CUETS website
» MasterCard® website
» Choice Rewards website


Qtrade Investor

Qtrade Investor is Canada's Leading Independent Online Brokerage, providing dedicated brokerage solutions to the customers of over 175 financial institutions and financial planning firms across Canada, including Envision Financial. Headquartered in Vancouver, British Columbia, Qtrade Investor is a member of the Investment Dealers Association of Canada and the Canadian Investor Protection Fund ("CIPF"). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Investor customers also enjoy $10,000,000 per account coverage in excess of CIPF coverage.

Qtrade Investor delivers a full range of financial services through their state-of-the-art website and fully-staffed call centre (available toll-free at 1-877-787-2330).

Qtrade Investor is dedicated to helping you plan, pursue, and achieve financial security. Whether you are a first-time investor or a seasoned trader, their representatives have the experience and skills necessary to both support you with the exceptional customer service you deserve and to help you achieve your goals.

Qtrade Investor is pleased to be recognized by the Globe & Mail as the #1 ranked online brokerage in Canada for Customer Satisfaction for two consecutive years.

» Qtrade Investor website


 

INTERAC Association

INTERAC Association is a national organization linking enterprises that have proprietary networks so that they may communicate with each other for the purpose of exchanging electronic financial transactions.

The Association was founded in 1984 by five financial institutions. As of May 2003, there are over 110 member organizations, including Envision Financial and membership continues to expand.

» INTERAC Association website

Trade-Mark of Interac Inc. Used under licence


CUIS

The Credit Union Insurance Services (CUIS) Program is sponsored by two major insurance organizations in Canada, The CUMIS Group and The Co-operators. CUMIS and The Co-operators have served credit unions and their members since 1937 and 1945, respectively.

CUIS works closely with Envision Financial, and many other credit unions, to develop insurance products, special services such as business development training programs, insurance technology support and financial planning, that meet the specific needs of our members.

CUIS serves Canadian financial co-operatives, including credit unions, caisses populaires, provincial centrals and francophone federations, the Credit Union Central of Canada and Co-operative Trust Company of Canada.

Today, the CUIS program provides corporate coverage to more than 1,000 financial co-operatives and offers individual protection to nearly 4.5 million credit union and caisse populaire members across Canada.

» CUIS website


Credential Financial Inc.

Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. They provide access to credit unions, including Envision Financial, an integrated range of products and services to meet the financial needs of their members.

Credential Asset Management Inc. - Credential Asset Management Inc. is a mutual fund dealer.

Credential Securities Inc. - Credential Securities Inc. is the Canadian credit union system's preferred full-service investment dealer.

The Ethical Funds Company® - Canada's most comprehensive family of socially responsible mutual funds.

Credential® provides credit unions with a full complement of back office administration and in-branch support.  They have a dedicated team of experts and leading-edge technology focused specifically on delivering leadership, valued advice, and innovative solutions.

®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. ®The Ethical Funds Company is a registered mark owned by Ethical Funds Inc. and is used under licence.

» Credential® website


Fincentric

Fincentric's Wealthview Banking is a complete front-to-back office banking system for financial institutions with integration across multiple delivery channels, including Internet banking. An online transaction-processing (OLTP) engine, designed for high performance and high availability, completes the retail core processing system. Fincentric's software features Customer Value ManagementTM capabilities that enable the institution to analyze the value of each customer, formulate strategies to maximize their value, and increase customer retention.

Envision is using Fincentric's Wealthview Banking system to transition away from multiple legacy banking systems onto one single platform that fully integrates in-branch, ATM, telephone and Internet systems. Wealthview Banking helps "break down" information silos to provide our employees with a consolidated view of a member's existing accounts and products.   This will enable us to offer more of the products our members are looking for in a more timely and efficient manner.

» Fincentric website


Telus

TELUS Corporation is one of Canada's leading providers of data, Internet Protocol (IP), voice and wireless communications services.

Envision Financial partners with TELUS to bring a host of different services to Envision members including account statements and communication lines.  TELUS recently provided IT professional services for Envision's implementation and conversion onto the Wealthview Banking system and continues to provide ongoing application management and enhancement services, system operations and telecommunication network provisioning and management.

» Telus website


ADP

Financial is committed to helping you improve productivity and streamline your administrative processes. That's why we've created a partnership with ADP. ADP offers the widest range of cost-effective, easy-to-use solutions that fit your needs. Services include payroll, human resources management, time and labour management, integrated solutions, comprehensive outsourcing, consulting services and occupational health and safety.

» ADP website

 
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