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.
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.
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.
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.
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Getting a second opinion can make all the difference. Book a no obligation appointment to ensure your investments are on the right track.
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.
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.
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.