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Advisor Services

Investment
Advisor Services

Smart solutions for when you need them.

 

 

    At Tandia, we want your finances to thrive

    Through our partnership with Qtrade Advisor and our full-service approach to investing we work hard to ensure you meet your financial goals.  Our members have come to expect our Investment Advisors to be trustworthy, reliable, and to work hard for each and every member. This makes us different from our competitors who may be interested in ‘selling’ you a specific product without considering your unique circumstances.

    Our professional team of Investment Advisors are committed to gaining a understanding of your financial needs, evolving life circumstances and investment objectives in order to proactively address your financial needs and personal wealth plan.  Our team is also experienced with a variety of pension plans including OTPP and OMERS.

    Wealth Desk

    To speak with our team about financial planning or our wealth management services, contact our Wealth Desk Monday through Friday, 9 am to 5 pm at 1-844-600-3586. Our representatives are ready-when-you-are to help with investment questions, advice and solutions.

    Meet our Wealth Services Team

    Our Investment Advisors with Qtrade Advisor and Mutual Fund Representatives with Qtrade Asset Management have 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 unique portfolio requirements.​

    Find out more about your Advisor:​ ​visit IIROC AdvisorReport

    Lisa Flannigan

    Serving Burlington
    Lisa.Flannigan@tandia.com
    1.800.598.2891 ext. 1834

    Our Qtrade Asset Management Mutual Funds Representative for the Burlington area is Lisa Flannigan.  Lisa has recently joined our award-winning team of highly qualified investment professionals as a Mutual Funds Representative and brings over 30 years of financial services experience including two decades in wealth management to the role.

    Lisa has credentials from the Canadian Securities Institute and has held various qualifications in the industry.  She is committed to a high level of client contact and interaction in order to provide consistent client service and helping clients reach their financial goals.  Lisa will be happy to meet with you to discuss preserving and growing your investments. 

    Nigel Smith

    Serving Milton, Halton Hills and Toronto
    Nigel.Smith@tandia.com
    1.800.598.2891 ext. 1503

    Our Qtrade Asset Management Mutual Funds Representative for the Milton, Halton Hills and Toronto areas is Nigel Smith. Nigel has recently joined our award-winning team of highly qualified investment professionals and brings nearly ten years of financial services experience and a wealth of knowledge and expertise to the role in both investment advising and financial planning.

    After completing an Advanced Diploma in Business Finance from Sheridan College, Nigel successfully completed the Certified Financial Planners designation. He is passionate about helping individuals reach their personal financial goals, and looks forward to the opportunity of working with members to assist in wise decision making as it relates to their financial well-being.

    Cathie Vaillancourt

    Serving Ancaster & Hamilton
    Cathie.Vaillancourt@tandia.com
    1.800.598.2891 ext. 1171

    Our Credential Qtrade Investment Advisor Cathie Vaillancourt is a seasoned professional who through her outstanding contributions has consistently ranked in the top 50 of advisors nationally and has once again been recognized by the 2022 Wealth’s Advisor Recognition Program – Congratulations Cathie!

    Working in the financial industry for over 30 years with many industry accolades. Cathie is a member of our award-winning team of top notch investment professionals, her approach to financial wellness encompasses money management, tax minimization and estate planning. She will help you consider all the moving pieces that will lead to the achievement of your desired financial goals. Cathie can also assist self-incorporated professionals and business owners to manage their personal and business assets.

    Tandia Wealth and Qtrade Logos

    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.
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    Meet with us

    For a better outlook on your financial future, book a no-cost obligation consultation with a member of our Wealth Services team today.  Call 1-844-600-3586 or click below to arrange a meeting with an Investment Advisor now.

    Book an Appointment
     

    You’re not just our customer, you’re a member and an owner 

    That means you can be confident that your unique needs come first. We understand that everyone is different, and we tailor solutions that are just right for you. Our values prove it.

    We are here for you

    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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    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.

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