Our ServicesWealth Management Services
Our clients rely on our expertise as a trusted financial partner based on our approach of People – Partnership – Value – Leadership.
Stocks* / Bonds* / ETF's* / Mutual Funds*
Through our strategic partnership with Aviso Wealth Inc., we have access to a wide range of investment choices to build your portfolio.
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
**The Credential Managed Account is distributed by Credential Securities. Mutual funds and other securities are offered through Credential Securities, a division of Credential trade Securities Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.
DIY with an advisor when you need it. Connect with us when you want, we are here with you virtually.
Qtrade Direct Investing
I’m a self-directed investor and want easy-to-use online and mobile tools.
Many small business owners are too busy growing their business to spend time looking after their personal wealth. Others put all their eggs in one basket, relying too heavily on the equity they have built in their business as their ticket to a comfortable retirement.
Life and Health Insurance
Having the right insurance protection can make a big difference in your life and the lives of those close to you. A properly constructed insurance plan can mean the difference between leaving your family financially secure or with unwanted debt that may last for years.
Estate and Trust Services
Whether you are planning your own estate or dealing with a loved one’s death, we offer a wide range of solutions for the effective planning and transfer of assets to the next generation.