You may be planning for retirement, a big purchase, a child’s education, or for your estate. Wherever you are on your financial journey, we have the expertise and services you can trust to help you achieve your goals.
Good advice starts with a conversation about your unique situation. We’ll work with you to understand your overall investment strategy and make recommendations on the right mix of investment solutions for your financial goals.
Term deposits are low risk investments that are well suited for short-term savings goals and can also fit in your long-term investment plans.
Mutual funds are investments that pool money from many individuals and invest the funds according to certain stated objectives. Mutual funds are managed by fund managers and can be ideal investment solutions for all types of investors.
We can recommend an appropriate mix of investments to build a well-diversified portfolio suited to your goals, timelines and values.
Options include investment funds from NEI, Canada’s leader in responsible investing for over 30 years. NEI follows a proactive, disciplined investment process that combines manager selection and active asset allocation expertise, with environmental, social and governance (ESG) analysis. Companies that perform better on ESG measures have a potential to deliver better results over the long term, with lower risk and higher returns.
NEI’s dedicated research team monitors fund holdings for ESG risks, and engages with companies to drive change. In this way, NEI funds help you achieve your investment goals, while making a positive impact on the environment and society.
Whether it's talking to an advisor in branch, investing online, or being guided by digital advice, we've got the option that suits you best.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds are offered through Credential Asset Management 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 fund securities and cash balances are not insured nor guaranteed, their values change, and past performance may not be repeated. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Northwest & Ethical Investments Inc., is a wholly owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is a wholly owned subsidiary of Aviso Wealth Limited Partnership (“Aviso Wealth LP”), which in turn is owned 50% by Desjardins Financial Holdings Inc. (“Desjardins”) and 50% by a limited partnership owned by the five Provincial Credit Union Centrals (the “Centrals”) and the CUMIS Group Limited. Northwest & Ethical Investments L.P (“NEI” or “NEI Investments”) is a subsidiary of Aviso Wealth; and NEI Funds are related issuers of Credential Qtrade Securities Inc., Credential Asset Management Inc., Qtrade Direct Investing and VirtualWealth.