Expert Digital Financial Advice, Your Way

Experience our Digital Wealth Advice Centre, where our dedicated team provides you with expert financial advice made simple. Financial advice once required you to be in a specific location at a specific time—now it’s accessible anywhere, anytime. Perfectly catering to those who embrace technology in everyday life, our team ensures that receiving financial advice fits smoothly into your busy schedule. We deliver service your way – in person, over the phone, or through video chat. We help you find the right investment solution and create a plan tailored just for you.

What’s in it for you?

Our Digital Wealth Team, in partnership with Aviso Wealth, guides new and young investors along their investment journey. We stress the importance of paying yourself first—automatically saving and investing part of your income before covering other expenses—while also managing debt efficiently. Additionally, we ensure that investments align with personal values through socially responsible investing. This way, we empower you to make informed choices that reflect your values and contribute to positive change.

At Innovation Wealth and Aviso Wealth, we offer a variety of investment options to suit your needs. We call these: ‘Do It For Me,’ ‘Let Me Do It,’ and ‘Help Me Do It.’ Our advisors can help you choose the best option and get you started. Whether you are a hands-on investor or prefer professional help, our team ensures you have the support and tools needed to achieve your financial goals.

What do these investment options look like? Qtrade Guided Portfolios® is the ideal ‘do it for me’ online solution. It’s an automated investing service that builds and manages a diversified portfolio for you. It’s great for DIY investors, new investors, and busy individuals who want professional help - it saves you from the effort and stress of making investment decisions on your own.

Alternatively, Qtrade Direct Investing® is the perfect ‘let me do it’ option for those who prefer to take control of their investments with ease and confidence. Qtrade Direct Investing is a user-friendly platform for independent investors to trade stocks, bonds, mutual funds, and ETFs at low costs.

And finally, our 'help me do it' service with Aviso Wealth is our personalized experience where you meet with our advisors to discuss your finances and goals. Together, we create a custom plan that helps you meet both your short-term and long-term objectives, ensuring the plan fits your specific needs, dreams, and budget. We regularly check-in to keep your investments on track. Our advisors review your portfolio, make updates, and stay in touch with performance reviews to adapt to any changes. Our goal is to provide ongoing support and guidance, ensuring that your investments continue to align with your changing goals and values.

Reach Out Today

Our digital wealth services cater to all types of investors. Whether you want to manage your investments yourself or receive personalized advice, we provide flexibility and expertise to help you achieve your financial goals. Our advisors are here to help you select the right investments and offer continuous support to keep them on track.

Reach out today to experience the best in digital and personal financial advice. Contact one of our Digital Wealth Specialists by calling us at 1.833.816.2010, send us a message by emailing mysupport@innovationwealth.ca, or reach out to one of us directly.