• Wealth
  • Investment Advisor Services
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​Investment Advisor Services 

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.

Our members deserve and have come to expect our Investment Advisors to be trustworthy, honest, reliable, and to work hard for each and every member – to achieve what is possible in the best interest of the member. This makes us different from our competitors who may be interested in ‘selling’ you a specific product without considering your unique circumstances.

We are different and we are proud of our success. 

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

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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.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

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.

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Wealth Desk

Monday-Friday, 9 am to 5 pm 

1-844-600-3586

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Meet our Wealth Services Team

Our Investment Advisors and Mutual Fund Representatives 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

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

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.