Wealth Management

Qtrade Advisor - Your credit union’s full service brokerage

Qtrade, the wealth management partner of your credit union, is committed to serving individual investors just like you. You have worked hard to accumulate what you have, so you already appreciate the discipline, patience and know-how it takes to reach important milestones. Qtrade Advisor, a full-service brokerage with dedicated credit union investment advisors, works with you to apply the same discipline to your investments.

A pragmatic, proven approach
Your investment advisor, working alongside our team of investment and credit union professionals, applies a pragmatic, proven approach to achieving your long-term financial goals. We focus on prudent,
risk-controlled strategies aimed at growing your investments, generating income, preserving your wealth through retirement and/or preparing your future estate transfer to loved ones.

What we believe
We believe financial security is about making well-informed choices and having a patient, long-term and disciplined approach. Your Qtrade advisor will work with you to determine the solution best suited to your personal situation, risk tolerance and financial goals.

  • Focus on your long-term goals
  • Patiently stay the course
  • Focus on quality investments
  • Diversification is paramount
What you can expect from your investment advisor
You and your investment advisor can work together to develop a personalized plan that provides you with a roadmap to your financial goals. Here are some of the things you can expect when working with your credit union investment advisor.

  • A personalized investment plan
    Our approach follows an interactive process focused on discovering and understanding what is important to you.
  • Ongoing monitoring and a regular review
    Over time, your needs and priorities may change. So will market conditions. We will meet with you to keep in touch with your circumstances and we will work with you to make informed, pragmatic adjustments along the way.
  • A team approach
    Depending on your circumstances and financial goals, we will draw on our wealth management team’s expertise to recommend quality investment, banking and insurance solutions designed to meet your needs.
  • A qualified and informed investment professional
    You can expect to work with a qualified investment advisor equipped with current industry accreditations and state-of-the-art tools — all aimed at helping you achieve your financial goals.

Contact our wealth management office today at 902-538-4070 or toll free at 866-803-1399


Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

 

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