Things are starting to look a little different, but the way you bank remains the same.
We have a new look and a new promise, learn more at localbankingmeansmore.ca You will continue to bank as you always have for now, using the same banking information, mobile apps and other services.

Personal Investment Plan

A personal investment plan is easy to understand and will:

  • Align with your priorities
  • Help make sense of your total financial picture
  • Tailor your investments to suit your goals and risk tolerances
  • Diversify your portfolio to maximize returns

Get started with $50/month

As life changes, so can your plan


You can expect our advisors to:

  • Identify your unique financial priorities and understand your short and long-term goals
  • Assess your risk tolerance and investment objectives
  • Determine your investment preferences
  • Review the recommended investment plan
  • Final step: implementation!

We get it, life is busy. Meet an advisor near you.

Talk to us today
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Think you don’t need a financial plan?

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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.