Financial Planning

Anyone can purchase an investment, but investors who recruit the help and support of a financial professional, may accumulate significantly more wealth, are better protected, and are usually far more prepared for retirement and unexpected events than those who don’t.

A skilled financial professional delivers an objective perspective based on expertise and experience. They can also help find investment income opportunities you may have otherwise missed.

Financial planning is just one of the value-added services that we provide access through our partnership Credential Securities. We have an in-house financial planner who works with our members to grow, protect, and transition their wealth.

To learn more about the financial planning process or to schedule an appointment, email our Wealth Advisor.

Mutual funds, other securities, and securities-related financial planning servies are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.