Advantages of working with an advisor
Financial advisors provide great value if you have many assets to consider and/or you have more complex financial matters. This may involve scenario planning for retirement, issues around tax efficiency, estate planning, and insurance needs. When you require this type of more comprehensive financial planning, it’s best to work with a professional who can get to know you, your financial situation, and can answer your questions face-to-face or on the phone whenever you need.
Our clients benefit from this personal relationship with an advisor who understands your unique needs, and manages your portfolio to help you achieve your goals. We also help modify plans to reflect major life events that may change your goals and lifestyle. Our Innovation Wealth team offers expert financial advice and ensures clients have access to the highest quality of wealth management products and services in the industry. The team’s service areas of expertise include:
- financial planning
- investment planning
- estate planning
- retirement planning
- succession planning
- registered plans
Together, we can help you build and protect your wealth, and ensure that your financial planning needs are taken care of.
We can help
Please contact us if you would like to talk about growing and protecting your wealth. We'd be happy to help you choose the best investing approach for your needs.
To learn about other investing options including our automated investing service, visit our Qtrade Guided PortfoliosTM page. To learn about other investing options, visit our Qtrade Direct Investing™ investing page for DIY investing options.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.