Whether you're just starting out or needing advice, our advisors can help ensure your financial goals are set to take flight.
Think of it as investing in future family time.
It’s never too early or too late to start thinking about when you will need money, and the best ways to grow it. Making smart financial choices is how you can make your money work for you throughout life’s journey.
Whether you're looking to save for a home, put away for education, increase your net worth and live your ideal lifestyle into retirement, we can help you build a plan that’s unique to you. Wherever you are on your financial journey, we have the expertise and services you can trust to help you achieve your goals.
Getting started with investing
Getting out of debt
Building education savings
Buying a home
Responsible Investing (RI)
Preparing for unforseen expenses
Saving for a trip
We will take the time to build a picture of your current financial situation, understand your goals and develop a plan to get you there. No matter what step or financial situation you’re in, our advisors can work with you to manage your debt, make the most of your investments, and reach your savings goals.
When you work with us, you're getting a whole team of financial professionals selected specifically for your financial needs.
Your team of advisors will make personalized recommendations based on what's best for you, your financial situation, and most importantly, your long-term goals.
Meet with an advisor on the phone or in branch to explore a full range of financial solutions, including term deposits, registered plans and more.
How many reviewing your investments?
Getting a second opinion can make all the difference. Book a no obligation appointment to ensure your investments are on the right track.
Discover the benefits of our investment solutions
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth 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.
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.