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PLANNING & ADVICE THAT GROWS WITH YOU
EVERY GOAL STARTS WITH A PLAN
Whether you're just starting out or needing advice, our advisors can help ensure your financial goals are set to take flight.
Think of it as investing in future family time.
It’s never too early or too late to start thinking about when you will need money, and the best ways to grow it. Making smart financial choices is how you can make your money work for you throughout life’s journey.
VALUE OF EXPERT ADVICE
Whether you're looking to save for a home, put away for education, increase your net worth and live your ideal lifestyle into retirement, we can help you build a plan that’s unique to you. Wherever you are on your financial journey, we have the expertise and services you can trust to help you achieve your goals.
Getting started with investing
Retirement planning
Getting out of debt
Building education savings
Buying a home
Responsible Investing (RI)
Preparing for unforseen expenses
Saving for a trip
Life & disability insurance*
We will take the time to build a picture of your current financial situation, understand your goals and develop a plan to get you there. No matter what step or financial situation you’re in, our advisors can work with you to manage your debt, make the most of your investments, and reach your savings goals.
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.
Discover the benefits of our investment solutions
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds are offered through Qtrade Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change, and past performance may not be repeated.
NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Northwest & Ethical Investments Inc., is a wholly owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is a wholly owned subsidiary of Aviso Wealth Limited Partnership (“Aviso Wealth LP”), which in turn is owned 50% by Desjardins Financial Holdings Inc. (“Desjardins”) and 50% by a limited partnership owned by the five Provincial Credit Union Centrals (the “Centrals”) and the CUMIS Group Limited.
*FW Wealth Management Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrollment and applicable legislation. The products sold through FW Wealth Management Ltd. are not guaranteed or insured by a deposit insurer.
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.
