Wealth and Portfolio Management

A personalized savings and earnings strategy that's doable and effective

Sure, long-term investment goals like saving for retirement are important. But so are shorter-term objectives, like saving for a house, car or a dream vacation. Working with experts to develop and stick to a personalized strategy is critical in you reaching your goals today, tomorrow and for years to come. Working with an investment professional can help you come to a clearer understanding of your goals. Your planner can help you access many types of investments that match your risk tolerance and timelines, including mutual funds*, stocks*, bonds*, managed accounts* as well as socially responsible investment options.

As the saying goes, it’s not how much money you make, it’s how much you keep. We're here to help you do both.

Assiniboine Financial Group

Protect yourself, your family and lifestyle. Achieve financial security. Retire in comfort. Leave a legacy. Members have many different reasons for wanting to be more wealthy, and we can help with the services of our own Assiniboine Financial Group (AFG).

In-Branch Wealth

We're here and waiting for you, with professional advice regarding financial planning and investments; we can help you get in better shape for the future.

Qtrade Investor

If you prefer to self-manage your investments, Qtrade Investor empowers you reach your investment goals.

Digital Advice from VirtualWealth

Digital advice, or robo-advice, from VirtualWealth® is a simple and convenient online investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals.

*Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


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