Skip to main content



You may be planning for retirement, a big purchase, a child’s education, or for your estate. Wherever you are on your financial journey, we have the expertise and services you can trust to help you achieve your goals.

Good advice starts with a conversation about your unique situation. We’ll work with you to understand your overall investment strategy and make recommendations on the right mix of investment solutions for your financial goals. 



Term Deposits

​Term deposits are low risk investments that are well suited for short-term savings goals and can also fit in your long-term investment plans.  ​

  • Redeemable - Earn a guaranteed rate of return with the flexibility to access your money at any time after 30 days. 
  • Non-Redeemable - Lock your savings in for a set length of time. Your interest rate is fixed for the term, no matter what the market is doing. 
  • Market-Linked - Get a guaranteed minimum return with the potential to earn higher returns based on the stock-market. 


Mutual Funds

​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 and can be ideal investment solutions for all types of investors.  

  • Provide access to a full range of investment solutions from NEI Investments, including the Responsible Investment (RI) solutions.
  • Access to thousands of quality mutual funds from top performing fund families such as NEI, AGF, Franklin Templeton, Invesco Trimark and Fidelity.
  • Funds can be bought in your non-registered or registered acounts, such as RRSP or RRIF.
  • Invest as little as $50 per month and redeem funds should you need them.
  • Own many different types of underlying investments within each fund to reduce your overall risk investments available to suit any risk tolerance.
  • Small investors can gain the potential of high returns through access to higher-yielding securities like stocks and bonds.

Responsible Investing

​We can recommend an appropriate mix of investments to build a well-diversified portfolio suited to your goals, timelines and values.

Options include investment funds from NEI, Canada’s leader in responsible investing for over 30 years. NEI follows a proactive, disciplined investment process that combines manager selection and active asset allocation expertise, with environmental, social and governance (ESG) analysis. Companies that perform better on ESG measures have a potential to deliver better results over the long term, with lower risk and higher returns.

NEI’s dedicated research team monitors fund holdings for ESG risks, and engages with companies to drive change. In this way, NEI funds help you achieve your investment goals, while making a positive impact on the environment and society.



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



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 Qtrade Guided Portfolios™. 

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management 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, 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.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries. Qtrade Guided Portfolios 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.  

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Northwest & Ethical Investments Inc., is a wholly owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is a wholly owned subsidiary of Aviso Wealth Limited Partnership (“Aviso Wealth LP”), which in turn is owned 50% by Desjardins Financial Holdings Inc. (“Desjardins”) and 50% by a limited partnership owned by the five Provincial Credit Union Centrals (the “Centrals”) and the CUMIS Group Limited.   


Good advice starts with a conversation about your unique situation. We’ll work with you to understand your overall investment strategy and make recommendations on the right mix of investment solutions for your financial goals. 

Let’s talk about your financial wellbeing.