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Wealth management

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

A man and a woman looking at a laptop screen Wealth hero card: Webinar

Free webinar

Our next webinar topic is: Business Succession. Join us live on Microsoft Teams Thursday, October 22 at 12:00 PM.

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Wealth hero card: Explore the true value of a financial advisor Wealth hero card: Explore the true value of a financial advisor

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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A mom and daughter hugging Wealth hero card: When to withdraw from an RESP

When and how to withdraw money from your RESP

Maximize your savings and reduce unnecessary taxes by understanding the rules, limits, and strategies around RESP withdrawals. 

 

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Our wealth management offering

SCU partners with Aviso Wealth to provide financial planning services and personalized strategies to help you reach your financial goals.

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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
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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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Build wealth with Qtrade

With Qtrade Direct Investing™, you can build your own investment portfolio and trade stocks, bonds, ETFs, and mutual funds with $0 commission trades. Get started.

If you prefer a more guided approach, Qtrade Guided Portfolios™ is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your financial goals. Learn more. 

Insights & Advice

Investing, Saving

Fact or Fiction? Don't let investment myths cost you

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Investing, Saving

RRSPs getting started: Answers to common questions

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Investing

RRSP planning as your savings grow

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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.  

Sign up for our monthly email

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

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