Wealth Management

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 knowledge 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.

Take an assessment to plan out your finances

Use the NaviPlan assessment tool to gain a better understanding of your financial goals.
See your saving goals visually and use it as a starting point for your investment journey.

Need A Mutual Fund?

Investing Isn’t One-Size-Fits-All

Qtrade Direct Investing™

We have partnered with Qtrade to provide you with online investing from one of Canada’s best online brokers. If you prefer to self-manage your investments, Qtrade 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. 


We have partnered with VirtualWealth® to provide 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. 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.

Financial Advisors

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

Credential (copyright) Asset Management
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.

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