Investment Advisor Services

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The tools you need for the future you want

Whether you need help planning for retirement strategies, understanding the retirement cash flow you can expect, planning or settling an estate or preparing for your child’s future, our Wealth Services in partnership with Qtrade Advisor will help you achieve and sustain your financial future.

To ensure that this happens, an Investment Advisor will meet with you to put in place an investment strategy that meets your financial goals by gathering information about you and assessing your goals and learning what your present situation is so we can guide you into a successful financial future. 

Your Investment Advisor has the investment experience and expertise to navigate the markets on your behalf, and will seek the best possible investment opportunities from around the world, always mindful of your specific portfolio requirements.

Our members deserve and have come to expect our Investment Advisors to be trustworthy, honest, reliable, and to work hard for each and every member – to achieve what is possible in the best interest of the member. This makes us different from our competitors who may be interested in ‘selling’ you a specific product without considering your unique circumstances. We are different and we are proud of our success. We are here to help our members thrive.

Get started now

For a better outlook on your financial future, book a no-cost-or-obligation consultation with our Wealth Services team today -- call 905.528.3586, or toll free 1.844.600.3586.

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.


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