Personalized expert financial advice

Advantages of working with an advisor

Financial advisors provide great value if you have many assets to consider and you are dealing with more complex financial matters. This may involve scenario planning for retirement, issues around tax efficiency, estate planning, and insurance needs. When you require this type of more comprehensive financial planning, it’s best to work with a professional who can get to know you, your financial situation, and can answer your questions face-to-face or on the phone whenever you need.

Our clients benefit from this personal relationship with an advisor who understands your unique needs and goals and manages your portfolio in accordance to the goals. We help modify plans to reflect major life events that may change your goals and lifestyle. Our Innovation Wealth team offers expert financial advice and ensures clients have access to the highest quality of wealth management products and services in the industry. The team’s service areas of expertise include:

  • financial planning
  • investment planning
  • estate planning
  • retirement planning
  • succession planning
  • registered plans

Together, we can help you build and protect your wealth, and ensure that your financial planning needs are taken care of. 

We can help

Please contact us if you would like to talk about growing and protecting your wealth. We will help you choose the best investing approach for your specific needs. 

To learn about other investing options including our automated investing service, visit our VirtualWealth page. To learn about other investing options, visit our Qtrade investing page for DIY investing options.




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. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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