Wherever you're at and wherever you're going, we got you. Find an advisor based on your unique life goals and investment needs and pursue your wealth management goals with confidence.
Planning for everyone. First job, just married, starting a family or growing your savings.
Ideal for holistic planning or new investors
If you're growing your family, nearing retirement, or just looking for a second opinion on your portfolio.
Ideal for
$100,000 to $350,000
For when your personal and financial circumstances become more complex, like managing large assets, retirement, or protecting your wealth and legacy.
Ideal for
$350,000 and up
Ideal for portfolios above $500,000, Vancity Investment Management's discretionary portfolio management leaves the day-to-day of investing to the judgement and expertise of a professional who is certified to navigate the complexities of investing on your behalf.
Whether you are an individual, business, union, non-profit or a trust, an Portfolio Manager can help you optimize your portfolio by:
Our professionals are different. Dare we say better. When we see you, we see someone who wants to take charge of their own finances. We look at you. Not the clock. Not what kind of car you drive.
For all life-stages, income levels, and investment styles. Whether you just want an expert to supplement your digital portfolio or have us take the lead, it's up to you.
We’re about sharing financial knowledge. Our pros aren’t pressured to sell you anything, so they have time to give you the tools to make empowered decisions.
You’ll have a personal wealth professional here to review your portfolio with you on a regular basis.
Talking to someone about your finances can feel like a burden when you don’t know where to start. For first-timers, here’s what to expect when you meet us.
We'll teach you all the tricks
You'll receive customized financial and investment advice, and become familiar with terms like TFSA, RRSP and mutual funds*.
We'll talk about your hopes and dreams.
Bring us your goals. What’s the most important to you today and for the future? We'll help you get there with a personalized action plan.
Ask questions, get answers.
Need inspiration? Here are some questions to ask your wealth professional.
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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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 funds, other 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, their values change frequently, and past performance may not be repeated.