About Us
Welcome to Innovation Wealth, where we turn your financial goals into reality. Our purpose is straightforward. We provide expert financial advice made simple. We want to make your life easier! As a proud subsidiary of Innovation Federal Credit Union, we offer you not just expert financial advice but also a promise of personalized service and quality wealth management products through our partner Aviso Wealth.
Your Financial Journey
Our dedicated team of experienced professionals are here to understand your unique financial journey. We offer investment products, services and expertise tailored to your needs, whether you're just starting out or planning for retirement. We provide smart, straightforward advice for investment management, ensuring your money is wisely invested to help you achieve your goals. We know that investing can be confusing, so we're here to simplify the process and guide you every step of the way.
We take the time to craft tailored strategies that cover retirement, estate, education, and risk protection planning. For our entrepreneurial clients we also provide guidance in succession and business planning.
Young Investors and Socially Responsible Investing
At Innovation Wealth, we are especially passionate about empowering and educating young investors. We understand that beginning this journey can feel daunting, so our goal is to remove any feelings of intimidation or uncertainty. Our team is committed to providing a supportive environment where young investors can learn, grow, and confidently make informed financial decisions. We strive to turn investing from a cause of stress into an exciting opportunity to build a successful future.
We also place a strong focus on socially responsible investing (SRI). We believe you shouldn't have to choose between financial returns and making a positive impact. Our SRI strategies allow you to invest through Aviso Wealth in companies and projects that align with your values while still achieving your financial objectives.
Healthy Financial Habits
"Wealthness is about more than just accumulating wealth; it's about financial wellness."
We are excited to introduce "wealthness," a unique concept we’ve developed to help you build healthy financial habits. Wealthness is about more than just accumulating wealth; it's about financial wellness. We aim to provide you with the tools and resources you need to build sustainable financial habits that enhance your overall well-being.
Your Trusted Wealth Partners
At Innovation Wealth, we believe in building lasting relationships. We’re not just your advisors or order takers; we’re your partners. Through our collaboration with Aviso Wealth, a trusted partner for credit unions across Canada, we offer you access to a comprehensive suite of investment options and professional financial advice. Connect with us today and start your journey toward financial success. Together, we can achieve your goals and dreams.