ACU - Wealth planning

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

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 Adam Richard, Bachelor of Arts, (Hons.), Certified Financial Planner (CFP) and 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

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. [...]

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. [...]

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: [...]

GICs

Mutual Funds

Digital Investing

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.

Wealth Management

You have our whole team behind you

Featured wealth management advisor

Featured advice and stories

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

Finance basics: How does a TFSA work?

Should COVID-19 inform your future investing?

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