Investment Planning

Growing your assets. Together.
Is this the service for you?
  • Our comprehensive suite of managed solutions and mutual funds is designed to help you achieve your goals while respecting your time horizon and risk profile. We also offer a wide range of fixed-income securities such as Guaranteed Investment Certificates (GICs), bonds and money market securities. These securities generally provide predictable interest income and allow you to diversify your portfolio. Our advisors monitor your investments, rebalance your portfolio and recommend purchases and sales on an ongoing basis.
Outlines
  • We bring you peace of mind by creating clear, personalized and achievable strategies that allow you to reach your goals.
  • We support you in determining your objectives
  • Develop an investment strategy based on your objectives
  • Achieve superior performance potential
More information

Discovery

Our first step includes a complete review of your goals and situation. Our goal is to better understand you and find out what is important to you. During this step, we will determine your tolerance to risk and market fluctuations. We will be able to move forward with the next steps if our values align.

Investment Strategy

Our approach is comprehensive and our advice is based on in-depth research and expertise. Our services are customized to your needs. The guiding principles for building and managing your portfolio will be documented in a customized investment policy statement. We build a portfolio using a disciplined approach to meet your individual investment objectives.

Comprehensive Wealth Management Services

We prepare your own wealth management strategy, addressing financial planning, retirement income planning, tax efficiency, insurance and estate planning. Where we identify gaps, we create action plans to address them. Our team collaborates with wealth services such as lawyers, accountants, financial planners and insurance specialists. We will also work with your existing tax, legal or business advisors to ensure that you establish an integrated wealth plan.

Portfolio management and reporting

We constantly monitor investments, rebalance the portfolio and make recommendations for buying and selling. You will receive monthly trading statements, quarterly performance reports and consolidated annual tax reports. You have secure access to the account and a consolidated view of all your investments at all times via the Credential website (www.CredentialOnline.com).

Service agreement

We are committed to providing you with ongoing personal advice and meeting your financial expectations. This begins with a follow-up 45 days after the initial meeting. We ensure that your file is progressing as planned. Throughout our business relationship, we will meet with you annually to review your file and ensure that the strategies we put in place remain relevant.

Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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