Planning

Our Fresh Approach

Our holistic approach to finances flows out of our faith tradition with values at the core.

Free.
Our financial planning services are free to all members and our team is not commissioned for selling financial products.

Full-service.
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.

Personalized.
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.

Your financial planning path

We specialize in full-service financial planning. We help you set goals, explore options, understand risk and return opportunities, and select an appropriate mix of investments. This may seem like a lot but we’re passionate about making your path straight and simple!

We answer all your questions on everything from charitable giving to education savings, from retirement and estate planning to portfolio re-balancing. In our conversations with you, we’re committed to sharing from our expertise, simplifying the complexity of options, and offering you choices that align with your values and financial goals.

Your financial planning path

Your plan gives you:

  1. A full picture of your current position, and clearer financial direction 
  2. An understanding of your risk tolerance
  3. Confidence in your future, and greater peace of mind

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc. (“QAM”), Member MFDA. Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. (“CQSI”), Member of the Canadian Investor Protection Fund.

QAM and CQSI are subsidiaries of Aviso Wealth. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.

 
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