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However you choose to invest, we're here to help.
Your wealth journey begins with you. Whether you want money for your dream home, your retirement or your legacy fund, we can help you determine the type of investment strategy and solutions to get you there.
Options for every saving and investing goal
Reach your financial goals with high interest savings, term deposits, mutual funds and registered plans. Open accounts online or with with an advisor.
Trade and invest online by yourself
If you prefer to self-manage some, or all, of your investments, there is no better choice than Qtrade Direct Investing.
Get personalized advice
Work with an investment professional who can help you create a holistic financial plan and provide personalized investing and financial advice.
EXPLORE ACCOUNTS AND INVESTMENT SOLUTIONS
Get guaranteed returns with flexibility when you need it.
Help save for your retirement or a family education fund.
Get guaranteed returns with flexibility when you need it.
Align your financial goals with your personal values.
YOU SPENT 9 HOURS LOOKING FOR AN ESPRESSO MACHINE
How many reviewing your investments?
Getting a second opinion can make all the difference. Book a no obligation appointment to ensure your investments are on the right track.
WE'VE GOT YOU COVERED WITH MORE WAYS TO INVEST
Let us help you find out what type of investment strategy and solutions best suit you.
If you prefer to self-manage some, or all, of your investments, there is no better choice than Qtrade Direct Investing.
For a simple and convenient online investing service that you don’t need to monitor, consider VirtualWealth.
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. 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 Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth 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.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.
© First West Credit Union. All rights reserved.
