Advisors serve
your interests,
not ours.
Advisors serve your
interests, not ours.
What you get:
- Customized solutions designed around you.
- Different fee options.
What you don't get:
- An advisor with conflicting interests.
- An advisor that must meet trading quotas.
- An advisor that must sell company products.
- An advisor that must meet minimum balances.
How we ensure the safety and custody of your investments.
We partner with Aviso Wealth, one of Canada’s largest independent wealth management firms. Aviso Wealth is backed by the strength of leading financial institutions, Desjardins, Co-operators, and the Credit Union Centrals.