Wealth Management

Wealth advisor talks to couple

People invest for different reasons – retirement, saving for your first home or paying for your child’s education, to name a few! Because of this, we know there isn’t a one-size fits all solution to your investing needs.

Our wealth management professionals have access to the tools needed and the expertise to guide you through your investment journey, from the beginning stages right to the golden years!

Reach us by phone and get started

Your time is valuable, and you might not always be able to pop-in for a meeting – but that shouldn’t keep you from investing! Our wealth team is just a phone call away to help you get started. Whether you want to set up automatic payments to investment accounts, start a mutual fund* account through Credential Asset Management Inc. or plan your retirement, we’re here to provide the advice you need.

Reach one of our local advisors at 1.866.272.2521 and let’s start investing in your future!

Diversify your portfolio

Looking to diversify or expand your current investments? ? We can help you with financial planning, personalized investment strategies, and holistic financial advice to help you achieve your goals. Together, let’s manage your portfolio so you can feel confident making decisions for your future.

Book an appointment with one of our Wealth Specialists.

Create a customized wealth portfolio

Reaching your financial goals is easy with our Credential Securities® Investment Advisors at Affinity. Credential Securities has access to thousands of stocks*, bonds* and mutual funds* to build a powerful and diverse investment plan. Their advice is comprehensive, backed by in-depth research and expertise, and most importantly, it’s personal.

Credential Securities can help you with:

  • Portfolio reviews
  • Retirement savings and income planning
  • TFSAs, RRSPs, RRIFs and more!

Give us a shout at 1.866.272.2521 for more information and to set up a meeting with one of our Credential Securities Investment Advisors.

*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.