What is your investment goal?
Knowing your business goals can help you determine what type of investment options you should be considering to meet your short and long-term goals.
Our Advisors are here for you!
As a business owner, we understand that you have complex investment needs. We will work closely with you to discuss your investment options so you can invest with confidence and take your business to the next level.
Tips, tools and resources to help you make better investment decision.
Investing in your employees is the future! We can make saving for retirement an easy process for you and your employees
Investing isn’t one-size-fits-all
We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade Investor gives you the account options, investment choices, and research tools you need to build a custom investment portfolio.
Best for members who want to build their own investment portfolio and execute trades themselves.
VirtualWealth is a simple and convenient digital investing service that provides you with professionally managed, low-cost portfolio to match your personal financial goals, timeline and risk tolerance. It offers investment portfolios for a wide range of investor needs, including Responsible Investing options.
Best for members who want the simplicity and convenience of an online platform, with a professionally managed portfolio.
Get investment advice from the wealth professionals at 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 members who want a one-on-one meeting with a wealth specialist to structure, preserve and optimize wealth or map out their long long or short term investment goals.
Quick Frequently Asked Questions
A financial plan creates a complete picture of your finances. It determines your short and long-term financial goals, which can include longer-term goals, such as retirement, and shorter-term goals, such as saving for a car or a home. You are never too old, too young, too wealthy or too poor to engage in financial planning. Your goals may change at each life stage, it is important to have a road map to assist you in achieving them and identifies important milestones so you know you’re on the right track.
A rule of thumb is to save the equivalent of three to six months of living expenses in an emergency fund/rainy-day fund to get you through unexpected events such as a financial setback or car repair. These reserved funds will prevent dipping into your savings or borrowing from your credit card.
Determine what you want to achieve, whether it’s a short-term or long-term goal, level of risk, financial and personal situation. For instance, if your risk tolerance is low, you may want to choose a secure and low risk investment like a guaranteed investment certificate (GIC). If your risk tolerance is higher, you may want to leverage the growth potential of the markets.
There are many investing options for building your savings and growing wealth. Based on your objectives and personal situation, you could invest in a TFSA or save for retirement with an RRSP, or set up an RESP to save for your child's education.
||Mutual funds and related financial planning services are offered through Credential Asset Management Inc. 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. 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. VirtualWealth is a trade name of Credential Qtrade Securities Inc.