Wherever you are in your investing journey, you can get advice that reflects your goals, your values, and what matters to you. Select a Financial Planner from the directory below or choose the advice option that best fits where you are today. To learn more about those options see Ways to Invest.You can always call our Member Contact Centre who can assist you with booking an appointment. Call 1-888-672-6728, we’re here to help!

Starting to invest

Whether you’re beginning your career, starting a family, or simply ready to put your savings to work, you can start with advice that makes investing easier to understand.

A good fit if you’re new to investing or looking for broader financial guidance.

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Growing your investments

As your savings grow, your financial plan can grow with you. Get personalized advice to help you prepare for what’s next, from changing family needs to retirement.

A good fit for investment portfolios of $100,000 to $500,000.