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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 are low risk investments that are well suited for short-term savings goals and can also fit in your long-term investment plans.
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.
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 and other securities are offered through Aviso Wealth, a division of Aviso Financial 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.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.
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.
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.
Everything is easier with a little help.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.