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Wealth Management
Book Appointment
Achieving your financial goals requires more than just a bank account - it calls for a strategic approach, personalized guidance, and a partner who is dedicated to your financial success. Our Wealth Management team is here to provide you with the expertise and support needed to navigate the complexities of wealth accumulation, investment, and long-term financial planning.
We've partnered with Aviso Wealth, leveraging their knowledge and experience to provide our members with superior wealth management expertise.

Wealth Management Services

  • Investment strategies and management

  • Comprehensive retirement planning

  • Portfolio monitoring and re-balancing

  • Tax-efficient investing

  • Family wealth management

  • Business succession consultation

Find Your Way To Wealth In Five Easy Steps

  1. Meet with us: Your wealth management journey starts with a meeting where we discuss your goals and dreams.

  2. Analyze your situation: We’ll review your current financial picture and see where you stand financially.

  3. Develop your investment plan: We’ll create an investment plan with strategies and solutions to help you reach your goals, build wealth, and protect what matters.

  4. Implement your plan: Once you approve your plan, we’ll implement it.

  5. Review, monitor, and evaluate: Our team will continue to monitor and fine-tune your strategy to keep you on track.

Need A Mutual Fund?

A mutual fund is a pool of investments that can contain stocks, bonds, equities, and other investments managed on your behalf by a wealth manager.

No matter where you are in your journey, we offer a diverse group of mutual funds through Aviso Wealth that can help you match your savings goals.

  • Affordable and easy to buy

  • Can be held on its own or in an RRSP, TFSA, or RRIF

Book Appointment

Investing Isn’t One-Size-Fits-All

Qtrade Direct Investing®
Write your own future.

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing® to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.

  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio CreatorTM, Portfolio ScoreTM and Portfolio SimulatorTM, which feature the industry’s most advanced risk analysis and portfolio-building technology.
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.

The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.

Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.

Financial Advisors

Get investment advice from the wealth professionals at Aviso Wealth through 1st Choice Savings. They will take the time to get to know you, your risk comfort level, and will help you develop an investment plan that works for you.

Best for businesses that want a one-on-one meeting with a wealth specialist to structure, preserve and optimize wealth, or map out either long or short-term investment goals. 

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Online brokerage services are offered through Qtrade Direct Investing. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
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