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Personal Investing

A full range of investment options to meet your unique needs

Financial Planning

Receive complimentary planning and analysis services from our qualified professionals. Depending on your needs, financial planning services can include:

  • Budgeting and debt management
  • Retirement planning
  • Investment strategy
  • Estate planning
  • Protection planning
  • Guidance related to separation and divorce
  • Business ownership and succession planning

Qtrade Direct Investing

Qtrade Direct Investing is an online brokerage that combines low commissions and fees, a comprehensive suite of tools and resources, and outstanding client support — empowering self-directed investors to do more with their portfolio. Ideal for investors you enjoy the DIY approach to investing, enjoy following the markets and want full control over their own investments.

Term Deposits

Offering a mix of term lengths, deposit amounts, saving options and interest rates

  • GIC interest rate specials
  • Redeemable investment certificates
  • Index Linked
  • Guaranteed Investment Certificate – Annual Interest
  • Short term Guaranteed Investment Certificate
  • Ratebuilder GIC

Mutual Funds and more

Access to a wide range of funds and products

  • Aviso Wealth
  • Online investing with Qtrade Direct Investing

Registered Investments

Various savings plans that are registered with the Government of Canada

  • RRSP
  • RESP
  • RRIF
  • TFSA
  • FHSA

Automatic Savings Plan

A few small steps today can have big impacts on your savings over time. Our Automatic Savings Plan (ASP) is easy to set up and helps you build your wealth by making regular fixed pre-authorized contributions to an investing solution that serves your needs.

  • Makes saving a habit with automatic deductions and deposits
  • Provides flexibility to customize contribution amounts and timing to best suit your budget
  • Builds savings effortlessly while taking advantage of compounding interest and dollar cost averaging
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. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

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