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.
For a better outlook on your financial future, book a no-cost obligation consultation with our Wealth Services team today.
We offer a range of investment products through our partnership with Qtrade Asset Management Inc., Qtrade Advisor and Credential Asset Management Inc.
We have partnered with Direct Investing™ to provide you with online investing from one of Canada’s best online brokers.
Having a financial plan in place with a financial advisor can help you reach your life goals like retirement or buying a home. A financial advisor can help you make decisions that align with your financial goals, create a tailored plan to help you reach those goals, and provide you with access to the resources you need. With a financial plan in place, you can more confidently make decisions that will help you get to where you want to be.
Stay up-to-date with latest market insights and advisor reports. With our regular market updates, you can stay ahead of the curve and make the most of your investments. Reading industry-specific reports from trusted advisors can give you a better understanding of the market, helping you make better decisions to maximize your returns.
At Tandia we believe that you can still make profits while building a better sustainable world. Responsible investing is a way of investing that focuses on generating positive social and environmental impacts, as well as financial returns. It involves choosing investments that support positive outcomes in areas such as renewable energy, gender equality, sustainability, and reducing poverty. It seeks to create a positive effect on society while still maintaining a strong financial return.
Financial advisors provide advice and guidance to their clients on how to best manage their money. They analyze their clients' financial situation and develop strategies to help them achieve their goals. They provide advice on investments, retirement planning, tax planning, estate planning, budgeting, and other financial matters. They also provide guidance on insurance and other financial products. Financial advisors help their clients make the best decisions to achieve their financial goals.
Before investing it's important to know what type of investor you are. How much risk did you want to take on and what type of return are you looking for. Are you looking for a short term or a long term investment. Working with a Tandia Financial Advisor we can make sure you are set up with the right product to meet your needs and your comfort level. Knowing your risk tolerance is a good first step to ensuring your portfolio is balanced correctly to meet your goals. At Tandia we want you to sleep at night knowing your money is safe, secure and working hard to grow your future.
A Wealth Desk representative is available to you from Monday through Friday, 9 am to 5 pm. You can expect an answer to your 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.
Listen to our weekly Podcast that answers all your burning questions about money. We’re here to make money more relatable, with take-action tips to help you create the life you want.
We will help you tackle those financial problems, look at your goals and help you define your financial journey. Start listening!
Giving back generously to our community to make a positive financial, social and environmental impact is an important part of what Tandia stands for.
Tandia is dedicated to supporting students as they pursue their educational goals. Tandia offers scholarships through many schools in the communities we serve.
Learn More
Tandia’s "Money Mojo Quiz" is a fun and simple eight questions that leverages the Financial Health Network’s FinHealth Score® Toolkit. After completing the Money Mojo Quiz, you’ll receive your Money Mojo colour and a guide to help you have a future decisions around financial planning.
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.
To report a lost or stolen MEMBER CARD® debit card during regular business hours, call 1-800-598-2891 after hours please call 1-888-277-1043.
Copyright © 2023 Tandia Financial Credit Union Limited. All rights reserved.
