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Wealth Management

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Get knowledgeable, trusted financial advice.

Discover how working with our Credential® experts to develop a personalized strategy could help you reach your financial goals today, tomorrow and for years to come.

ACU Wealth offers complete financial planning, including:

Investment Planning
Whatever your goal, 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
We can help you invest in companies that align with your social, environmental or governance related values.

Featured advisor

Meet Robert Rusak, B.Comm. (Hons.), RRC, RIS, CFP, Credential Securities.

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® experts will help you to reach your financial goals today, tomorrow and for years to come.

Get to know our Credential® advisors.

IIROC Advisor Report

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

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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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Should COVID-19 inform your future investing?

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Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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