No fee, easy switching
$0 Investment transfer fee
Have your investments managed by a local advisor that knows you and your goals
Professional advice and portfolio management – for everyone!
Benefits and perks
- Access to qualified, professional advisors
- A customized investment strategy tailored to your unique needs, goals and circumstances
- Digital investment platforms where you can handpick curated portfolios or take a DIY approach
- No minimum deposits or holding balances
Making the switch? We’ve got you covered
You don't have to worry about a thing when you transfer your investment account. Our team will handle all the details, including contacting your current provider.
Meet with an advisor to review what investments you want to move.
Ask your advisor to transfer your existing investments.
We’ll handle the moving of investments and cover transfer fees charged by your previous institution*
Transfer fees reimbursed
No need to worry about transfer fees from your previous institution. We'll reimburse transfer fee charges up to $150 incurred during the move to our services.See our FAQ below to learn more about switching fees.
Ensuring account security
We are committed to safeguarding your account with the strongest cyber security measures and providing additional peace of mind with our CUDIC deposit guarantee*.Ready to get started?
We bring professionalism and expertise to our local communities by offering investment management and advice from qualified, experienced advisors.
Click below to get started.
Frequently asked questions
What type of investments can I move?
We accept transfers of any investment account you have, including RRSPs, TFSAs, RESPs, and chequing/savings accounts. Depending on your account type, the steps to transfer may vary. Don't worry, though - our advisors are here to help you through the process with step-by-step instructions and all the information needed to ensure a smooth transfer.
What transfer fees are reimbursed?
We're happy to reimburse transfer fees up to $150 for investment transfers valued over $5,000. If you've been charged any transfer fees, please report them to your advisor or use our online form.
Please note that we are unable to reimburse certain fees, including Deferred Sales Charges (DSC fees), Low Load Fees (LL fees), trading fees, commission fees, or account closure fees. We also are unable to reimburse multiple partial transfer fees for one account.
Can I transfer part of my investments?
Yes! We can manage a portion of your investment portfolio or you can move over the full scope of your investments.
How long does switching my investments take?
We’ll start the process as soon as you give your advisor the green light. We’ll submit the necessary forms right away and manage any communication or logistics with your previous institution to have the switch completed as quickly as possible. Most transfers can be completed in two weeks.
How to reach us
Call our Member Service Centre
Contact tech support
Available 24/7
1 888 884 4430
Send a support email
Send us an email
Meet online or in person
Terms and conditions apply. Full terms and conditions can be viewed by clicking here.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Qtrade Guided Portfolios is a division of Aviso Financial Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc
*Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Qtrade Guided Portfolios is a division of Aviso Financial Inc.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc
*Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.