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Smart investing begins with care.

We help you increase your financial wellness by providing tailored advice that will help you reach your goals.

  • Investing




You want smart, well-executed investment solutions tailored to you. Our financial services and mutual fund representatives offer a range of investment solutions to help you achieve your financial goals.            

Responsible Investing

Responsible investing is a way to make a difference and gives you the opportunity to invest in companies that have the potential to outperform over the long term.

Online Investing

We offer online investing with Canada's leading independent online brokerage, Qtrade Direct Investing®. Take advantage of Qtrade Guided Portfolios® to automate your investments. We make it easy to get started and have control over your plan. 


Expert financial advice is just around the corner.

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 and Qtrade Direct Investing are trade names or trademarks of Aviso Wealth Inc. and/or its affiliates. Qtrade Guided Portfolios is a division of Aviso Financial Inc.