Our fresh approach to investing
Share. Save. Spend.
Our holistic approach to finances flows out of our faith tradition and is based on the principles of Share, Save, and Spend, with values at the core.
Our financial planning services are free to all members and our team is not commissioned for selling financial products.
Our breadth of products and services provide you the convenience of building your plan all in one place and our professional team provides the advice you need to have confidence for your future.
A written financial plan can provide greater peace of mind and confidence in the future; we want that for each of our members. We listen to your needs and partner with you to align your values with your finances.
Fresh Approach to Investing and Wealth Management
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Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA. Online brokerage services are offered through Qtrade Investor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.