Introducing our new Wealth Solutions Centre

Invest confidently with a team of experts via phone and video – no need to step into a branch.

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Our new Wealth Solutions Centre is designed to fit wealth advice & service to your particular needs.


Are you:

  • Starting your wealth journey?
  • Maintaining your investment portfolio?
  • Looking to move to a self-serve digital investing solution?

Then our Wealth Solutions Centre is the right solution for you.


Contact the Wealth Solutions Centre

Our Wealth Solutions Advisors can meet with you by phone or video.

Hours: Monday – Friday 9:00 AM – 5:00 PM

What The Wealth Solutions Centre Can Offer You

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Review Mutual Fund Options

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Explore Digital Investing Solutions

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Discuss Retirement Plan


Mutual Funds

Finding the right balance between risk and return on your investments can be tricky. 

But what if you could achieve risk-return balance while also generating positive, measurable social and environmental impact?  You can – with Responsible Investments.

 

Our CAM* Wealth Solutions Advisors will help you select the right portfolio of NEI Investments, Canada’s leading provider of top performing Responsible Investment solutions, to grow your wealth while also supporting human rights, social equity and a clean environment. View NEI’s Responsible Investing Policy.


Digital Investing

The ability to invest digitally is a convenience that many investors demand. 

Our Wealth Solutions Advisors can help you get started with the digital solution that best suits your needs: VirtualWealth®, our guided investing solution or Qtrade Direct Investing™, our partner's self-serve brokerage service.


VirtualWealth®
is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance. All you need to do is open an account, provide information about yourself and it will recommend an expertly designed portfolio for your needs. 

 

Qtrade Direct Investing™ has consistently been ranked Canada’s #1 online investing platform, where you can confidently buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees. With extensive online help, calculators, tools and resources, you can count on Qtrade.


Retirement Planning

Putting money aside for your retirement is the first step in your retirement plan.

Our Wealth Solutions Advisors will review your retirement plan with you to determine if you on the right path towards a comfortable and rewarding retirement and recommend investment strategies to get you there.

Commitment to Service


The Wealth Solutions Advisors have the accreditation, expertise and genuine commitment to service to ensure that you receive sound advice and guidance along your wealth journey.  They will:

  • Ask you the right questions to fully understand your lifestyle and investment needs

  • Listen to your needs, wants and concerns so you can rest assured that they have your best interests at heart

  • Be transparent when explaining your investment options, costs and our relationship with suppliers

  • Explain recommendations in plain language so you don’t need a finance degree to understand your investment strategy

Tips for Investing

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A Guide to Getting Started in Investing

Investing your money is important to save for your future goals, whether it’s to buy a home, car or for your retirement. But if you’ve never done it before, investing can feel overwhelming. Learn how to get started.

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What is Responsible Investing?

When constructing a portfolio with Responsible Investing consideration, portfolio managers will examine a company to ensure they have policies and practices in place related to the Environmental, Social and Governance factors relevant to their industry.

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What Kind of Investor Are You?

Whether you are investing for retirement or for other financial goals, it's important to know what kind of investor you are. Answer the following 3 questions.

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Ready to Invest?

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OR

Explore Digital Wealth Solutions

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Meet with Wealth Solutions Advisor

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*Mutual funds are offered through Credential Asset Management Inc. (CAM). 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 frequently and past performance may not be repeated.

VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Credential Asset Management Inc., and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.