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Wealth management


You have dreams. Let us help make them a reality.

These are challenging times. With inflation the highest it has been in years, it’s more important than ever to make sure your money is working as hard as possible for you. Our advisors are experts in building investment portfolios including socially responsible investing. They have the experience to manage your wealth and get the most out of your investments now, and in the future.


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Investment planning
Whatever your goals are, we’ll create saving and investment strategies tailored to you.  We advise on the use of RESPs, RRSPs, RDSPs TFSAs, RRIFs, and locked in pension plans.

Retirement planning and drawdown strategies
We’ll help you develop a custom plan to meet your retirement goals and help with a drawdown strategy when you transition into your retirement.

Financial planning
We’re experts in financial planning for your specific goals and dreams.

Tax and estate planning
We’ll provide advice and guidance on tax and estate planning.

Responsible investing
Our wealth management advisors can help you invest in companies that align with your social, environmental or governance related values.

Featured wealth management advisor

Meet Justin McMahon, Business Administration(BA) Responsible Investment Specialist (RIS).
He’s one of our certified wealth advisors available to develop a personalized financial strategy and investment portfolio that’s right for you. Discover how working with our Credential® wealth management advisors will help you to reach your financial goals today, tomorrow and for years to come.

Get to know our Credential® advisors.

IIROC Advisor Report

Meet the team

Featured advice and stories

Socially responsible investments have taken centre stage: Impacts of COVID-19

Socially responsible investments have taken centre stage: Impacts of COVID-19

Here are a few things to consider when growing your wealth as part of a balanced portfolio that includes responsible and ethical investments. [...]
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Asterisk article - Finance basics: How does a TFSA work?

Finance basics: How does a TFSA work?

Here are some of the most common TFSA questions people ask when learning about the basics of finance. These will help set your foundational knowledge on the path to increase your wealth. [...]
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Asterisk article - Should COVID-19 inform your future investing?

Should COVID-19 inform your future investing?

Here are a few ways you can learn from the market during COVID-19 to help guide your next steps when investing in the future: [...]
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Mutual funds and related financial planning services are offered through Credential Asset Management
Inc. Mutual funds, other securities and securities related financial planning services are offered through
Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered
mark owned by Aviso Wealth Inc.
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