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Stages of Investing

 

 

What’s Your Dream? Let’s Help Get You There.

Everyone’s financial situation is different, and every Calgarian deserves a financial plan that they can trust. At First Calgary Financial, we believe that sound financial advice and a comprehensive values-based financial plan needs to be available to everyone, regardless of their net-worth or the stage they are at in their investment and savings journey.

 

Planning for the future is a sacred process. We take a planning-first, investments-second approach to helping people achieve their dreams.

 

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?Did You Know

Every member has access to a free a values-based financial plan. It's a road map to your dreams. It aligns your personal values with your goals, then explores options to help you achieve them.

 

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Just Starting Out

The sooner you make it a priority to invest for retirement, the better. When time is on your side, it's a huge ally. The earlier you start, the more you benefit from the power of compounding, which is when the returns that you earn begin to generate a return. Setting aside savings is the first step toward investing and building wealth.

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Building Savings

Feeling confident about the future comes from knowing where you stand now and how to get where you want to be. Everyone has a dream — maybe it’s to travel, to start-up a new business, to retire early or perhaps save for post-secondary education. Whatever it is, the secret to making that dream a reality starts with a values-based financial plan.

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Accumulating Wealth

As a seasoned investor, you want the confidence that your established wealth is working hard for you. Our award-winning financial planning team will collaborate with you, and all your trusted advisors, to deliver the specialized expertise your portfolio and plans deserve.

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Transferring Wealth

Planning how you’ll distribute your estate takes time and careful planning. Discover how to protect your assets, navigate taxation and ensure that financial matters are managed expediently for your loved ones.

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VirtualWealth™*

Invest your money, not your time with digital advice, or robo-advice, from VirtualWealth. It’s a simple and convenient online investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals.

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The Legal Stuff:

Online brokerage services are offered through Qtrade Investor.  Mutual funds, other securities and securities related to financial planning services are offered through Qtrade Advisor.  Qtrade Investor and Qtrade Advisor are divisions of Credential Qtrade Securities Inc.  Mutual Funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA.

VirtualWealth is a trade name of Credential Qtrade Securities Inc.  VirtualWealth is powered by Aviso Wealth, a national financial services company that oversees more than $55 billion in assets under administration and management.  Aviso includes Qtrade Investor, Canada's top-ranked online brokerage, and NEI Investments, Canada's leading manager of Responsible Investments.  Aviso is owned by the provincial credit union Centrals, CUMIS and Desjardins.

 

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