Managing your wealth is about more than parking your money and reading investment statements. Even if you’ve built a substantial portfolio, it’s a good idea to monitor and evaluate your investments, insurance and estate planning needs on a regular basis. Make your money work for you – we can help.

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Financial solutions just for you

• Seek investment advice to manage your wealth
• Open a Tax-Free Savings Account to supplement your savings
• Get full service brokerage support from Aviso Wealth
• Manage your wealth online with Qtrade Direct Investing^®
• Get life insurance to protect your family
• Consider illness and disability insurance to protect your lifestyle
• Develop an estate plan

Wealth management

• When to TFSA vs. RRSP
• Planning for Your Retirement
• RRSPs explained
• RRSPs and TFSAs
• About spousal RRSPs
• Five RRSP tips
• Retire separately, plan together
• What to do when retirement chooses me
• What's my pension plan worth?
• When should I convert my RRSP to an RRIF?
• What to consider before moving
• How will the next generation handle finances
• Inflation is inevitable, so prepare now
• Smart moves for RRSPs
• Ten common RRSP mistakes
• Golden rules for investment planning

Preparing for the unexpected

• Estate Planning Guide
• What's involved in estate planning?
• Why do I need a will?
• Creating my will
• When should I update my will?
• Personal directives - An introduction
• Power of attorney - An introduction
• Power of attorney - Choosing my attorney

Safeguarding my finances

• Financial abuse: What seniors need to know

Calculators

• Net Worth

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

• Investor Profile Questionnaire

The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.

• Investment Goal Calculator

Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.

• Life Insurance

How much life insurance do you really need? Find out here!

• Savings, Taxes and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

• TFSA vs RRSP Calculator

This calculator is designed to help compare a tax-free savings account (TFSA) to a registered retirement savings plan (RRSP) and an ordinary taxable savings account.

• Taxable vs. Tax Advantaged Investments

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial Inc.