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    • INVEST
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    IS YOUR FUTURE WORTH A SECOND OPINION?

    Book a virtual appointment to ensure your investments are on the right track.

    GET A SECOND OPINION
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    YOUR WEALTH JOURNEY BEGINS WITH YOU

    Let us help you where you are and where you want to grow. We value your specific financial goals and milestones and want to be part of your journey to get there. Whether you want money for your dream home, your retirement or your legacy fund, we can help you chart the course to get there.

    We’ll start with you, wherever you are in your wealth journey.
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    INVESTMENT SOLUTIONS

    Whether you’re just starting out or building a more diversified investment portfolio with savings, term deposits, mutual funds and registered plans, we can help. Discover the benefits of our tailored investment solutions.

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    PLANNING & ADVICE

    Wherever you are in your financial journey, let us help you make well-informed decisions about investing. Gain insight on retirement planning, early investing or saving for a new home from our financial experts.

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    WEALTH MANAGEMENT

    Bring together all the parts of your financial life, and make your money work for you. Discover how we can help you plan your retirement, manage your investments, maximize your legacy and preserve your wealth.

    LEARN MORE
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    FEATURED INVESTMENT SOLUTIONS
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    Guaranteed Term Deposits

    Get guaranteed returns with flexibility when you need it.

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    Registered Plans

    Help save for your retirement or a family education fund.

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    Mutual Funds

    Build your portfolio using professionally managed funds.

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    Responsible Investing

    Align your financial goals with your personal values.

    LEARN MORE
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    EVERY GOAL STARTS WITH A PLAN

    With a financial review, our advisors will get to know you and your goals to get a clearer picture of your financial situation.

    Let us help you select a portfolio based on your goals.

    GET ADVICE
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    3 Ways to Make Your Investments Thrive During Challenging Times

    Discover how to maximize your investments to achieve all your future goals — even if your financial plans have changed.

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    FEATURED ADVICE
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    WE'VE GOT YOU COVERED WITH MORE WAYS TO INVEST​



    Whether it's talking to an advisor in branch or on the phone, investing online, or being guided by digital advice, we've got the option that suits you best.


    ​Work with an Advisor

    Let us help you find out what type of investment strategy and solutions best suit you.

    GET ADVICE

    Invest Online with Qtrade Investor

    If you prefer to self-manage some, or all, of your investments, there is no better choice than Qtrade Investor. 

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    Get Automated Digital Advice

    For a simple and convenient online investing service that you don’t need to monitor, consider VirtualWealth. 

    LEARN MORE
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    Envision FinancialWealth 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. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

    Online brokerage services are offered through Qtrade Investor. Qtrade Investor is a division of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.     

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    HEALTHY HABITATS AND HIGH RETURNS

    15.00%* 5-year maximum potential return with the winwin EarthLink™ GIC.

    DISCOVER THE MARKET POTENTIAL
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    WE'RE HERE FOR YOU

    Everything is easier with a little help.

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    First West Credit Union