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Wealth Management

You have our whole team behind you

Could use some intro copy here in blue.
Investment Planning
Whatever your goal, we’ll create saving and investment strategies tailored to you.  We advise on the use of RESPs, RRSPs, RDSPs TFSAs, RRIFs, and Locked in Pension Plans.

Retirement Planning and Drawdown Strategies
We’ll help you develop a custom plan to meet your retirement goals and help with a drawdown strategy when you transition into your retirement.

Financial Planning
We’re experts in financial planning* for your specific goals and dreams.

Tax and Estate Planning
We’ll provide advice and guidance on tax and estate planning.

Responsible Investing
We can help you invest in companies that align with your social, environmental or governance related values.
Featured Advisor

Meet Robert Rusak, B.Comm. (Hons.), RRC, RIS, CFP, Credential Securities.

He’s one of our certified wealth advisors available to develop a personalized financial strategy and investment portfolio that’s right for you. Discover how working with our Credential® experts will help you to reach your financial goals today, tomorrow and for years to come.

Get to know our Credential® advisors.

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. 

Credential® is a registered mark owned by Aviso Wealth Inc.


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