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Wealth

  1. Wealth

Whether you are getting started, want guidance, or invest for yourself, we have options and a range of approaches for you to choose from. We are happy to help you pick what works best for your lifestyle and adapt it as you need.

Let us help you grow into your future. The sky is the limit.

Planning your wealth strategy

Your money is important to you, and it’s important to us too. That’s why we’ve partnered with Credential, a leader in wealth management and the investment and insurance provider of choice for Canadian credit unions and their members.

Looking for something different? You have other empowering digital investing options with Qtrade Direct Investing TM and Qtrade Direct Investing.  Online and mobile trading platforms that are incredibly easy to use, so you can take advantage of market opportunities quickly.

Wealth Management

For more information on Credential, or on building and protecting your wealth, including protecting and growing your wealth, insurance, and planning for retirement talk to one of our in-branch Wealth Consultants.
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Digital Investing

Introducing a simple online investing services by Qtrade Direct Investing and Qtrade Guided Portfolios that make it unbelievably easy to save for your goals with low trading fees.

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mutual funds

Mutual Funds

A Mutual Fund is a pool of investments that can contain stocks, bonds, equities and other investments managed on your behalf.

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Mutual funds and related financial planning services are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. VirtualWealth is a trade name of Credential Qtrade Securities Inc.
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