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.
Monday - Friday, 9 am - 5 pm
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 Qtrade Investor 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, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. and Credential Asset Management Inc.Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Qtrade is a registered mark owned by Aviso Wealth Inc.
We encourage you to get in touch at any time, whether it’s with a question about our business or a comment on how we might be able to better serve you. After all, at Tandia, your voice is the most important one.
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