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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. Whether you are just starting out or have been saving for a while, our financial services and mutual fund representatives offer a range of investment solutions to help you achieve your financial goals.            

Responsible Investing

Take comfort knowing your actions have an impact on your community in meaningful ways. Responsible investing is another way to make a difference and gives you the opportunity to invest in companies that have the greatest potential to perform well over the long term.

Online Investing with Qtrade

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 match your portfolio to your financial goals and take it from there.


Expert financial advice is just around the corner.


Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Qtrade Advisor. Qtrade Direct Investing and Qtrade Advisor are divisions of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.