Our wealth management services
No matter where you are in your journey, our wealth team has the know-how and dedication to help you take the next step.
Wealth management services available to you
- Comprehensive investment and retirement planning: Create a plan tailored to your financial situation and retirement goals.
- Portfolio monitoring and rebalancing: We’ll keep you up-to-date on the latest market trends, while tracking your portfolio performance to make sure you’re making the most of your investments.
- Estate preservation: Regularly review your estate plan to make sure it reflects your current needs.
- Business succession planning: Our holistic approach means we can partner with your business advisors to ensure you address all areas as you plan to pass on your business.
- Ongoing personal advice: Your wealth team will take the time to build a personal relationship with you so they can make the best recommendation for your situation.
Explore your online investing options
Looking to explore the market on your own, or interested in complementing the work you already do with your wealth advisor?Learn more about Qtrade Direct Investing™
Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.