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Wealth Management

Book Appointment

We believe every person can benefit from financial advice, whether you're just starting out, building your wealth, or planning to leave a legacy. Hence why we've partnered with Aviso Wealth Inc.- to leverage their experience and know-how of a team to provide our members with superior wealth management expertise.

Wealth Management Services

  • Investment strategies and management

  • Comprehensive retirement planning

  • Portfolio monitoring and re-balancing

  • Tax-efficient investing

  • Family wealth management

  • Personal and business insurance planning

  • Business succession consultation

Find Your Way To Wealth In Five Easy Steps


  1. Meet with us: Your wealth management journey starts with a meeting where we discuss your goals and dreams.

  2. Analyze your situation: We’ll review your current financial picture and see where you stand financially.

  3. Develop your financial plan: We’ll create a financial plan with strategies and solutions to help you reach your goals, build wealth, and protect what matters.

  4. Implement your plan: Once you approve your plan, we’ll implement it.

  5. Review, monitor, and evaluate: Our team will continue to monitor and fine-tune your strategy to keep you on track.

Need A Mutual Fund?


Investing Isn’t One-Size-Fits-All

Qtrade Direct Investing™
Write your own future.

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.


We’ve partnered with Qtrade Direct InvestingTM to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds - with low trading fees.


  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio CreatorTM, Portfolio ScoreTM and Portfolio SimulatorTM, which feature the industry’s most advanced risk analysis and portfolio-building technology.
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.


The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.


Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.


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.

Financial Advisors

Get investment advice from the wealth professionals at Credential Asset Management Inc. through 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 businesses that want a one-on-one meeting with a wealth specialist to structure, preserve and optimize wealth, or map out either long or short-term investment goals. 

Mutual funds and related financial planning services are offered through Credential Asset Management 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. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.


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