More than just asset management.
For a powerful and well-diversified investment plan, you’ve come to the right place. Our team of seasoned Wealth Specialists have access to a large variety of options including a diverse suite of mutual funds to help fuel your investment portfolio.
You’re in good hands with our Wealth Specialists. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.
Together, they can help you with:
- Portfolio reviews
- Retirement savings and income planning
- TFSAs, RRSPs, RRIFs and more
Reaching your financial goals is easy. It begins with a conversation.
Have you heard of Responsible Investing (RI)?
There are 3 really great reasons to get involved in Responsible investing (RI)!
- RI can improve risk management
- RI can enhance long-term financial performance
- RI contributes to positive societal change
Reach your goals faster!
- Set It
- Forget It
- Build Your Future
When is it time to start your investment journey?
I set up a pac for $100 every payday and 10 years later, I have a wealth portfolio that I never dreamed possible!”
Families with comprehensive financial plans reported higher levels of well-being.
Investors who work with a wealth specialist save twice as much as those who do not.
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Wealth Specialists
For a powerful and well-diversified plan, you’ve come to the right place. Our team's approach is comprehensive. Their advice is backed by in-depth research and expertise and most importantly, they care about you and your success.
Dawn
Isabel
Karissa
Karla
Calculate how much you need to save to reach your goals
Whether you are just starting out or already have a healthy nest egg, our calculators will help you see just how much you need to put away to reach your savings or investment goals!
Qtrade Direct Investing®
Discover the Diamond North Credit Union Mastercards! With various personal and business options, we have a card to fit your lifestyle. Earn cash back, get travel rewards, and more.