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Business Investing

Investing and Planning Services To Strengthen Your Business’ Future

Explore strategies to keep your organization’s equity working harder for you through short and long term business investment solutions.

 

We get to know you and your business first. Together, we’ll explore a diverse and comprehensive array of investing options and insights that will allow you to make business investment decisions with confidence. 

 

Our dedicated, experienced and knowledgeable teams offer solutions for all sizes of organizations - from single owners to growing businesses; commercial enterprises to not-for-profits. Access full-service professionally managed solutions, or planning support for a do-it-yourself approach. 
 

?Did You Know

We proudly offer options for socially responsible investments which offering competitive returns while making a positive impact on people, companies and the environment, including Meritas SRI Funds and OceanRock Mutual Funds.
 

Book An Appointment

We can help you:

  • Maximize Earnings on Business Equity
  • Make Tax Efficient Investments
  • Invest Through Term Deposits, Mutual Funds, Stocks & Bonds or Exchange-Traded Funds
  • Invest through Treasury Deposits
  • Succession and Retirement Plan
  • Explore Group Savings Plans
  • Access Canada’s Leading Independent Online Brokerage, Qtrade Investor - with a wealth of investing resources, free real-time streaming quotes, leading-edge research tools, advanced charting news, and more.
     

The Legal Stuff:

*Terms and conditions apply. All rates and products are subject to change without notice. All principal and interest is 100% guaranteed by the Credit Union Deposit Guarantee Corporation, excluding common shares, investment shares, and mutual funds. First Calgary Financial Investment Services offers life insurance through First Calgary Financial Investment Services Limited, an insurance agency licensed with the Alberta Insurance Council. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities In. Mutual Funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA. The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you. All trademarks are the property of their respective owners. Legal Terms of Use apply.