Wealth Management
Investing calculators
Our handy calculators will help you plan how much to set aside for your goals and how long it will take to reach them.
Investing rates
Take a look at our current, competitive interest rates for your investment solutions.
Online Brokerage
Overview
Invest independently 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, Qtrade Guided PortfoliosTM. 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
Is it time to talk to a Financial Advisor?
Overview
Our experienced financial advisors through Qtrade Advisor are here to help you meet your life goals. They provide comprehensive, customized financial planning and investment management to ensure you are working to achieve all the things that matter most to you.
Key Features
- Invest well with your unique lifestyle needs in mind
- Develop a customized financial plan that minimizes tax and maximizes income, with your risk tolerance top of mind
- Create peace of mind knowing your loved ones are protected by insurance
- Build a retirement plan tailored to you
- Create an estate plan that reflects your values
- Protect your business or plan your succession strategy
Talk to one of our experienced financial advisors
David L McCracken
Investment Advisor l Aviso Wealth
Insurance Advisor l StellerVista MoneyWorks
TF 866.533.5533
IIROC AdvisorReport
Sheldon Craig, CFP®
Investment Advisor l Aviso Wealth
Insurance Advisor l StellerVista MoneyWorks
TF 866.533.5533
IIROC AdvisorReportColleen Andersen
Investment Representative l Aviso Wealth
Administrative Coordinator l StellerVista MoneyWorks
TF 866.533.5533
Make the most of mutual funds
Mutual funds* are a great way to diversify your portfolio, with many different categories to choose from.
Take advantage of guaranteed returns
There’s nothing more satisfying than watching your hard-earned money grow. We offer a full range of secure Term Deposits, from short to long term, at highly competitive rates.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Wealth Inc. StellerVista MoneyWorks is a division of 0948859 B.C. Ltd. which is a jointly owned subsidiary of StellerVista Credit Union & Nelson and District Credit Union. 0948859 B.C. Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrolment and applicable legislation. The products sold through 0948859 B.C. Ltd. are not guaranteed or insured by a deposit insurer.
