Wealth management

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

Get in touch with a wealth advisor

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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.

Learn more about our approach

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, Aviso Wealth and Aviso Financial 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

When and how to withdraw money from your RESP

Blind man sitting on a bench with his dog

Investing

Registered Disability Savings Plan (RDSP): Like money in the bank

Business, Investing, Saving

Investing in our community

View all investing articles

Explore the true value of a financial advisor

Why should you meet with a wealth advisor? Find out how they can help set you up for your best financial future.

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.