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YOUR WEALTH JOURNEY BEGINS WITH YOU
Let us help you where you are and where you want to grow. We value your specific financial goals and milestones and want to be part of your journey to get there. Whether you want money for your dream home, your retirement or your legacy fund, we can help you chart the course to get there.
We’ll start with you, wherever you are in your wealth journey.
INVESTMENT SOLUTIONS
Whether you’re just starting out or building a more diversified investment portfolio with savings, term deposits, mutual funds and registered plans, we can help. Discover the benefits of our tailored investment solutions.
PLANNING & ADVICE
Wherever you are in your financial journey, let us help you make well-informed decisions about investing. Gain insight on retirement planning, early investing or saving for a new home from our financial experts.
WEALTH MANAGEMENT
Bring together all the parts of your financial life, and make your money work for you. Discover how we can help you plan your retirement, manage your investments, maximize your legacy and preserve your wealth.
FEATURED INVESTMENT SOLUTIONS
Get guaranteed returns with flexibility when you need it.
Help save for your retirement or a family education fund.
Build your portfolio using professionally managed funds.
Align your financial goals with your personal values.
YOU SPENT 9 HOURS LOOKING FOR AN ESPRESSO MACHINE
How many reviewing your investments?
Getting a second opinion can make all the difference. Book a no obligation appointment to ensure your investments are on the right track.
Tune in to a WealthBeing™ podcast for financial advice from our own experts
Whether life has thrown you a financial curveball, or if you simply want to be more in control of your money, hear our experts and special guests diagnose the challenges and opportunities that can help you thrive.
WE'VE GOT YOU COVERED WITH MORE WAYS TO INVEST
Whether it's talking to an advisor in branch or on the phone, investing online, or being guided by digital advice, we've got the option that suits you best.
Let us help you find out what type of investment strategy and solutions best suit you.
If you prefer to self-manage some, or all, of your investments, there is no better choice than Qtrade Direct Investing.
For a simple and convenient online investing service that you don’t need to monitor, consider VirtualWealth.
FEATURED ADVICE
Valley First Wealth Management is a division of FW Wealth Management Ltd. which is a wholly owned subsidiary of First West Credit Union. FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
We acknowledge that we have the privilege of doing business on the traditional and unceded territory of First Nations communities.
© First West Credit Union. All rights reserved.
