• Wealth
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​Where less becomes more. 

Our suite of Wealth Service options can help you build a portfolio that’s tailored to your unique financial goals.

The tools you need to build the future you want.

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 Qtrade® offers the support and guidance of a Qtrade Asset Management Investment Advisor.

A New Wealth Desk

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.

Simply call 1-844-600-3586
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Wealth Desk

Monday - Friday, 9 am - 5 pm

1-844-6000-3586

Investment Advice

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.

Our Investment Advisors

At Tandia, we want your finances to thrive and through our partnership with Qtrade and our full-service approach to investing, we can help make it happen.

Meet with a Financial Advisor

For a better outlook on your financial future, book a no-cost obligation consultation with our Wealth Services team today.

Mutual Funds

If you’re wondering if mutual funds meet your financial requirements, consider the many benefits they have to offer you as an investor. 

Online Brokerage

We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers.

Contact Us

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.