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Wealth Inquiry

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Please tell us about your investment goals.




  • Will provide you access to investments suited to your risk tolerance
  • Can assist with your everyday banking and credit needs
  • Works with members that have $100,000 or less to invest




  • A dedicated advisor who will work with you to develop a financial plan to reach your goals
  • Provides you access to investments and to our team of estate planning and insurance specialists
  • Works with members that have between $100,000 and $500,000 to invest




  • A dedicated advisor specialized in in creating and managing complex wealth strategies
  • Will create a personalized investment strategy and connect you with our team of estate planning, wealth protection, business succession and tax planning specialists
  • Works with members that have $500,000 or more to invest, providing services only accessible to clients with over $1,000,000 at comparable wealth management firms




If you’re unsure, we’ll contact you in your preferred method to get more information and assign a professional to suit your needs.

Please select at least one option.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and related financial planning services are offered through Credential Securities. Credential Securities is a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are only available from advisors who hold a financial planning accreditation through applicable regulatory authorities.



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