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Invest to meet short-term and long-term goals.
Personal Investing

Turn savings into 
dreams come true

Plan to reach today’s and tomorrow’s goals, supported by investing experts in your community. 

Work with a Wealth Advisor

Whether you’ve been building your investment portfolio for years, or you’re just getting started, there’s more to a wealth plan than putting money away for retirement. 

Our products and services include:
  • Ongoing financial planning advice.
  • Portfolio planning and maintenance, including term deposits, mutual funds, stocks, bonds, and exchange-traded funds (ETFs).
  • Recommendations and coaching for do-it-yourselfers with our online brokerage partners.
    Insurance options including life, disability and critical illness.
Term deposits offer guaranteed returns.

Safety first

Term deposits

Term deposits pay a competitive, guaranteed interest rate.

Choose from different terms and features:

  • Non-redeemable (30 days to 5 years)
  • Cashable (1 year)
  • Escalator (3 and 5 years)
  • Reinvestable (15 months)
  • US dollar (30 days to 5 years)
Mutual funds access market returns.

Build Wealth

Mutual funds

Mutual funds are professionally managed, diversified investments that make it easy to access market growth. Equity, balanced, bond and money market funds — we have it all. Interested in making a difference while you invest? Consider a responsible investing (RI) fund.

Registered plans provide tax advantages.

Save taxes

Registered plans

All registered plans defer taxes on investment growth while you keep your money inside the plan. Some also offer tax deductions, grants and other benefits.

Choose a plan that matches your goals:

  • RRSP for retirement
  • TFSA for anything at all
  • RESP for education
  • RRIF in retirement
  • RDSP for people with disabilities
Online investing tools are convenient.

Do it yourself

Online investing tools

Is self-serve your style? Manage your investments from the comfort of home.

Choose a platform that meets your needs:

  • VirtualWealth® low-cost portfolios to match your goals
  • Qtrade® Investor low-cost trades through an online brokerage

How to reach us

Call our Member Service Centre

Toll free

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities 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.