Wealth Management

Secure your future and protect your wealth with expert financial advice for every step in your journey.

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Our wealth management offering

Our approach

We believe every person can benefit from working with a wealth advisor. Learn about our unique approach to wealth management.

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Our services

Explore all of the ways our wealth management team can help you take the next steps on your journey.

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Our team

We have specialized advisors for every level of investor, whether you’ve already built up your portfolio, or are just starting out.

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Sign up for Market Insights

We're pleased to share monthly Market Insights from our wealth partners, Credential Securities and Credential Asset Management Inc. Covering Canadian, U.S., European, and Asian markets, this expert commentary provides you with key economic data, and keeps you current with the latest conditions.

Insights & Advice

Investing, Saving

HISA and GIC: A great savings combo

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Investing, Saving

Advice from an expert: Planning your retirement

Investing, Saving

Advice from an expert: Your retirement questions, answered

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Explore the true value of a financial advisor

Why should you meet with a wealth advisor? Read our article to learn how they can help set you up for your best financial future.

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Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.