Investment Planning

You know where you want your business to go. With an objective focus, our investment professionals will work with you to build a financial plan that works.

Your planner will:

  • Get to know your business through an initial interview - the current financial situation, needs, goals, and dreams
  • Give you a written summary of your objectives with solutions customized to the situation
  • Work with you to implement the plan, using the best financial products/services and advice sources available
  • Follow-up and work regularly with you to make sure the plan is meeting the needs of your evolving business

Contact us to make an appointment and work together on a plan that suits your business.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 
Not all Qtrade Asset Management Inc., Mutual Funds Representatives are proficient to provide financial planning services.