Our suite of Wealth Service options can help you build a portfolio that’s tailored to your unique financial goals.
Whether you’re saving for the future, preparing to buy your first home, or planning and protecting your estate, our suite of Wealth services can help you build an investment portfolio that’s tailored to your unique financial goals. Wealth by Tandia in partnership with Aviso Wealth Inc. offers the support and guidance of an Investment Advisor with Qtrade Advisor and Mutual Funds Representative.
We are excited to introduce you to a fresh and exciting concept for supporting our members in a more convenient, yet still personal way to help build and nurture wealth portfolios and achieve financial goals. Wealth Desk is our virtual-service-with-real people answer. We now have a team of Wealth representatives ready-when-you-are to help you with investment questions, advice and solutions, simply by calling 1.844.600.3586.
A Wealth Desk representative is available to you from Monday through Friday, 9 am to 5 pm. You can expect an answer to your quick question right away or to have a convenient telephone or secure video conference appointment arranged for more in-depth discussions, portfolio reviews or even a second opinion. And with our e-Sign capabilities, any transaction can be completed without the need to visit a branch. We’re ready when you are.
Whether you’re saving for the future, preparing to buy your first home, or planning and protecting your estate, our range of wealth service options can help you prepare for the road ahead.
At Tandia, we want your finances to thrive and through our partnership with Qtrade Advisor and our full-service approach to investing, we can help make it happen.
For a better outlook on your financial future, book a no-cost obligation consultation with our Wealth Services team today.
If you’re wondering if mutual funds meet your financial requirements, consider the many benefits they have to offer you as an investor.
We have partnered with Direct InvestingTM to provide you with online investing from one of Canada’s best online brokers.
Have a question? Let's chat, contact us today.
Mutual funds are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities 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 Inc. and its subsidiaries.
Get in touch with us at any time, whether it’s a question about our services or a comment on how we can do things better. Your voice is number one at Tandia.
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