Do You Have Questions?

Give us a call, we would love to answer them


Email Us

Send us a message, it's easy

Contact Us

Find A Branch

I’m Just Starting Out


Dream big for the future. We’ll help you get there faster.


The sooner you make it a priority to invest in your future, 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.


So tell us what you long for - travel, a future business endeavour, a nest-egg for a rainy day, or a long and comfortable retirement.


Dream big. We’ll help you get there faster.


Book An Appointment

?Did You Know

We proudly offer Responsible Investing (RI) solutions which offer competitive returns while making a positive impact on people, companies and the environment, including NEI Investments.


Book An Appointment

Starting early makes retirement planning easy

Getting you on the path to your best golden years starts with little steps today. Plan for what’s ahead and we’ll help ensure you’re on the right path to the retirement dream you want.

Tell Me More

Mutual Funds

When you’re looking for the possibility of a greater return on your investments, explore our mutual funds offered through our partners at Qtrade.

Learn More

Online Investing

We’ve partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers.

Tell Me More

Digital advice from VirtualWealth™

Digital advice, or robo-advice, from VirtualWealth is a simple and convenient online investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals.

Learn More

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.


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. Legal Terms of Use apply.