Term deposits are a great way to grow your money in the short term. Terms can vary from 4 months to 5 years and are either redeemable or non-redeemable. They also come with a deposit guarantee.
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From setting up your accounts properly to writing compelling business plans that'll secure financing, we're here for you.
Term deposits are a great way to grow your money in the short term. Terms can vary from 4 months to 5 years and are either redeemable or non-redeemable. They also come with a deposit guarantee.
Mutual funds are investments that pool money from many individuals and invest the funds according to certain stated objectives. Mutual funds are managed by fund managers.
We offer a full range of investment solutions from NEI Investments, including the Responsible Investment (RI) solutions. Our full range of RI solutions cover all major asset classes, investment styles and geographic regions. A variety of RI approaches are applied selectively by NEI’s proprietary ESG team across NEI's lineup of funds and portfolios, with solutions that carry the Responsible Screen (RS) designation automatically excluding investments in select categories and industries.
For seasoned investors who want to manage their investment plans personally, stocks and bonds provide the flexibility to completely customize their portfolio with the possibility of achieving high returns.
When you purchase stocks in a company, you are buying part ownership, or shares, in that company. Investing in individual securities outside of mutual funds can generate increased returns for more sophisticated investors.
Bonds are a debt investment whereby you loan money to companies and other entities for a defined period of time at a fixed interest rate—basically an IOU.
Capital dividend accounts are special accounts that small businesses and corporations use to pay dividends to their shareholders tax-free.
Segregated funds are similar to mutual funds but offered by insurance companies. They have a bit more security built into them, and consequently, generally more modest returns.
Simply put, a segregated fund combines the growth potential of a mutual fund with the security of a life insurance policy. Since there is an insurance component to segregated funds, they need to be sold by our licensed wealth management specialists.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.
Qtrade Asset Management, Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.
Envision Financial Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union. FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrollment and applicable legislation. The products sold through FW Wealth Management Ltd. are not guaranteed or insured by a deposit insurer. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.
Understand your business and its needs from a holistic perspective. With a financial snapshot, you can identify your greatest financial strengths and your most pressing needs.
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We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.