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.
Through our partnership with Aviso Wealth, members have access to full-service brokerage and financial planning services designed to fit your investment needs. We provide a range of wealth services to suit different investing styles.
In-branch wealth management services: Personalized investment and planning advice from our wealth advisors, with guidance tailored to your goals.
Qtrade Direct Investing®: Build your own investment portfolio and trade stocks, bonds, ETFs, and mutual funds with $0 commission trades. Learn more
Qtrade Guided Portfolios®: A simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your financial goals. Learn more
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.
Ready to take the next step?
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 and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.