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PERSONALIZED WEALTH ADVICE

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You’ve worked hard to build your foundation, now it’s time to empower you to live life on your terms and pave a path to get you there.

One of the greatest benefits of having an ongoing relationship with a trusted advisor is their ability to tailor financial services to suit your personal needs. Our Credential Securities and Credential Asset Management Inc. Advisors will work with you to help you reach your goals with a personalized plan.


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As we plan the pursuit of your financial success, we will work with you to understand your unique situation. We’ll integrate tax efficient strategies to grow your wealth, preserve capital or build your financial legacy to leave behind for future generations.

This begins with an analysis that considers the numerous pieces of your life and finances. The results provide us a strong foundation to work together on an action plan that evolves as life changes.

OUR SERVICES

Our fee-based advice model is a shift from the commission-based model, which can provide peace of mind in knowing your advisors’ goals are in line with yours. Since the fee-based model means a pro-rated monthly fee is charged based on your account size and asset type, this allows our experts to continuously monitor and grow your portfolio with an increased level of transparency. 


   Retirement Strategies

   Succession Planning

 ​  Estate Planning

 ​​  Debt Management

   Tax Sheltered Investments

   Tax Minimization Solutions

   Charitable Giving

 ​  Wealth and Income Protection

   Life & Disability Insurance*

   Critical Illness Insurance*

   Business Insurance

 ​​  Business Investment Solutions

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HOW WE CAN HELP



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DISCOVERY

  • Review financial portfolio and investment goals
  • Discover tolerance for risk and market fluctuations
  • Provide customized recommendations on investment options and other financial strategies based on your goals
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STRATEGY

  • Build a portfolio designed to your financial goals and appropriate allocation of assets
  • Plan around retirement, education and other savings goals
  • Strategize tax efficient retirement income
  • Customize tax, estate, charitable giving and wealth protection planning 
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MONEY MANAGEMENT

  • Monitor and re-balance ongoing portfolio
  • Access to world class professional money managers
  • Manage optional automatic contribution/ withdrawal strategy
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REPORT & REVIEW

  • Provide performance and annual consolidated tax reporting
  • Conduct regular in-person portfolio reviews
  • Access to secure consolidated view of your investments
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ADDITIONAL WEALTH SERVICES

  • Access to the expertise of our broader wealth management team and products
  • Build business succession planning
  • Provide wealth management options for your family
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Along with a dedicated Investment Advisor by your side, you will have first-hand access to industry specialists who can help guide you through other areas of your financial journey.

Commercial/Business Banking Advisor
Whether you are starting a business, growing it or looking to transition out of it, our Commercial and Business Banking team will help you reach your goals. They provide lending advice and business analysis with specialized expertise.

Financial (Retail Banking) Advisor
Our financial advisors offer a full range of investment, deposit and complex lending services. They identify the member life stage cycle and provide financial solutions, and/or refer members to an appropriate wealth advisor.

Life and Health Insurance Advisor
Life insurance is an important part of your financial future as it will ensure the well-being and protection of your hard-earned assets and loved ones. As an advocate for ensuring financial security and peace of mind, our Life Insurance Advisor will prepare insurance options and related products best suited for your goals.

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LET'S TALK SOON ABOUT YOUR WEALTH GOALS


Talk to one of our advisors today, or send us a note and we'll get in touch with you.



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​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. 

Island Savings Wealth Management is a division of FW Wealth Management Ltd. 

*FW Wealth Management Ltd., offering financial planning, life insurance and investments, is a wholly owned subsidiary of First West Credit Union. Island Savings Wealth Management is a trade-mark of FW Wealth Management, and is used under licence.


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WE'RE HERE FOR YOU

Everything is easier with a little help.

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