Personal Investment Solutions
Build a stronger financial future with investment solutions designed to fit your goals, timeline, and comfort level.
A Clearer Path to Your Goals
Whether you're a relatively new investor just starting out or already have a significant and complex portfolio, our team of financial experts have the knowledge to help you build your wealth. It all starts with our personalized advice and strategic approach to helping you reach your investment goals.
Term Deposits*
Registered Plans
Wealth Management**
Online Investing***
Investing
Term Deposits
A dependable, low-risk way to grow your savings. With a fixed term and a guaranteed rate, you’ll know exactly what you’ll earn — and you’ll receive your full investment plus interest when the term ends.
Great for:
Minimizing risk and protecting your savings
Short- or long-term goals
Saving for something specific, like a home project or future purchase
Wealth Management
Our wealth management services offer access to professionally guided investing. Financial planners can help you to clear you path to goals, build the right plan and make sure your money is working as hard as possible.
Mutual funds
Stocks and bonds
Exchange-traded funds
Wealth Management services are provided through our partnership with Beem Wealth & Planning Ltd., a wholly-owned subsidiary of Beem Credit Union, offering members access to experienced Investment Specialists and Wealth & Estate Planners.
Registered Plans
Registered accounts are tax-advantaged savings plans created by the Canadian government to help you reach your financial goals at different life stages. They’re a cornerstone of a solid financial strategy and offer flexible ways to save for what matters most.
Great for:
Reducing taxes while growing your savings
Long-term planning (retirement, education, disability savings, first home)
RRSPs, TFSAs, RESPs, RDSPs, RRIFs, and FHSAs
Self-Directed Online Investing
If you prefer to take the lead, Qtrade Direct Investing® gives you the freedom to research, choose, and manage your own investments. With an easy-to-use platform and access to stocks, bonds, mutual funds, and ETFs, you can build and adjust your portfolio anytime, from anywhere.
