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​Business Wealth Management

Whether you prefer your business investments to be automated, self-managed or guided by experts, we have access to the solutions and services to support you.

 

Business Online Brokerage

Overview

Self-manage your business investments with ease and confidence on Canada’s #1 online trading platform. Our partner, Qtrade Direct InvestingTM, empowers you to buy and sell stocks, ETFs, and mutual funds on major Canadian and U.S. stock exchanges.

Key Features
  • Exceptional value – $8.75 stock trades for everyone, regardless of account value, and $6.95 stock trades for more active traders. Plus, choose from 60 free ETFs and trade mutual funds commission free.
  • Award-winning platform – Trade from your desktop or mobile device with an intuitive online investing platform rated one of Canada’s best by independent reviewers. 
  • Outstanding service – Get the right answers and solutions, right away with help from Qtrade’s expert investment representatives.
  • Accounts you need – Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
  • Investment choices – Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
  • Industry-leading tools – Build, evaluate, and test your portfolio using Qtrade’s advanced analyst research and tools, including market news, model portfolios, technical data, and much more.

Digital Advice

Overview

Invest your money, not your time with digital advice from our partner, VirtualWealth®. A simple and convenient online investing service, it provides you with a professionally managed, low-cost portfolio to match your business goals.

Key Features
  • Fully automated online service you don’t need to monitor or manage
  • Professionally designed portfolios matched to your financial goals
  • Continuous oversight and regular rebalancing by their team of experts
  • Assistance from knowledgeable investment reps when you need it

Business Financial Planning

Overview

Our experienced financial advisors through EKC MoneyWorks (Qtrade Advisor) are here to help you meet your goals. They provide comprehensive, customized financial planning and investment management to ensure your business is on track for long-term success. 

Key Features
  • Invest well with your unique business needs in mind 
  • Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
  • Plan a succession strategy tailored to your business
  • Create peace of mind knowing your business is protected by insurance
 

Talk to one of our experienced financial advisors 

​David L McCracken

​Investment Advisor | Qtrade Advisor | Life Insurance Advisor
| EKC MoneyWorks  

T 250.426.6694

TF 866.533.5533

F 250.426.2250

E dmccracken@ekccu.com

​Colleen Andersen

​Administrative Coordinator | EKC MoneyWorks Investment Representative
| Qtrade Advisor 

T 250.426.6694

TF 866.533.5533

F 250.426.2250

E candersen@ekccu.com

 
 

​Make the most of mutual funds

​Mutual funds are a great way to diversify your business’ portfolio, with many different categories to choose from. 

 

​Take advantage of guaranteed returns

​There’s nothing more satisfying than watching your business savings grow. EKC offers a full range of secure GICs, from short to long term, at highly competitive rates.

 

​Business insurance

​Protect your business against the unexpected with an insurance policy tailored to its needs.

​Investing rates

​Take a look at our current, competitive interest rates for your investment solutions. 

 

Helpful resources

​Compound Interest 101

​Learn how compound interest helps maximize your money. 

​Understanding Investments

​Explore the different investment solutions you can use. 

​Trends in the Stock Market

​Find out more about stock market patterns. 

​Check out our Learning Centre

​Find out more about stock market patterns. 

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​Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.
VirtualWealth is a trade name of Credential Qtrade Securities Inc.
​Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
​0948859 B.C. LTD. doing business as EKC MoneyWorks