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Wealth Management

Notice to our Clients

At First Wealth Management we know that the service we provide to our clients, particularly in times of uncertainty, is critical. As your wealth management team, we are committed to helping you as the impacts of COVID-19 unfold. This is a stressful time for everyone, and it is important to consider your long term investment goals and overall financial plan. We are here to support you and address any concerns or questions you have. To help reduce the spread of COVID-19, we have implemented precautionary measures including conducting all client appointments over the phone or by email until further notice. Please email your advisor directly and we will call or email you back.

Click here for valuable information to help you stay informed about the markets and what is happening globally in the economy. This information will be updated on a weekly basis.

Click here for First Credit Union COVID-19 Updates.


Advice and Planning

Advice and Planning

  • Retirement
  • Estates
  • Education and Tax Savings
  • Financial Blueprint
Life and Health Insurance

Investing

  • Mutual Funds
  • Responsible Investing
  • Term Deposits
  • RRSPs, RRIFs, TFSAs, RESPs, and RDSPs
  • Online Brokerage

Meet the Team

Our team of qualified investment specialists and financial planners have the knowledge and expertise to help ensure your short and long term goals are realized.

Wealth Management Team

Life and Health Insurance

  • What is Life Insurance?
  • What is Health Insurance?
  • Business Solutions
  • Coverage that is right for you!