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Built around you. Guided by advice.
Personalized investing with a dedicated wealth advisor
focused on your goals.
GIC Specials
3.60% 18-month
3.65% 30-month
Kickstart your next short-term savings goal.
Offers end May 31, 2026.
Advisor-Managed Investing gives you a personalized strategy built around your goals, timeline, and life plans. Your advisor works with you to create and refine a portfolio designed to help you build wealth with clarity and confidence.
Investing isn’t one-size-fits-all. Your Mainstreet and Aviso Wealth advisor takes the time to understand your goals, timeline, and comfort with risk to provide personalized recommendations tailored to your life. As your needs evolve, your strategy evolves with you.
This personalized guidance helps you define clear goals and build a plan to help you reach them with confidence.
Advisor-managed investing goes beyond simple portfolio allocation to integrate comprehensive financial planning, tailored to your full financial picture. Your Mainstreet and Aviso Wealth advisor considers tax efficiency, risk management, retirement income strategies, estate considerations, and long-term wealth goals.
By connecting every part of your financial life into one coordinated strategy, you gain a clear roadmap designed to grow and protect your money with intention.
Investing isn’t just about growth, it’s about stability through market fluctuations.
When markets shift, perspective matters. Your Mainstreet and Aviso Wealth advisor helps you stay focused on long-term goals instead of short-term noise, providing steady oversight and thoughtful adjustments through changing markets.
Life changes, and your investment plan should reflect that. With direct access to a trusted Mainstreet advisor, you have a dedicated partner who understands your full financial picture.
Whether you're navigating a career change, growing your family, planning for retirement, or responding to market shifts, you can have real conversations and receive thoughtful, timely advice.
Wealth Management Advisor | CFP®
Wealth Management Advisor | RIS | FCSI | CFP®
Wealth Management Advisor | RIS | CFP®
Wealth Management Advisor | RIS
Qtrade Direct Investing let’s you take control of your investments with self-directed tools that make it easy to research, trade and monitor your portfolio online.
Qtrade Guided Portfolios gives you the flexibility to combine professional guidance with online tools to manage your investments digitally.
Guaranteed Investment Certificates (GICs) are a low-risk investment that pays a fixed interest rate over a set term. Your original deposit is protected, and your return is known in advance.
GICs are a strong choice if you’re saving toward a specific goal, value stability, or prefer an alternative to market-based investing.
Learn more about Advisor-Managed investing.
Private Wealth offers the highest level of personalized service. it is designed for members with more complex financial needs or significant investable assets. With Private Wealth, your senior Mainstreet and Aviso Wealth advisor handles day-to-day account related activities and financial planning, while professional pension-caliber investment managers perform your portfolio construction, ongoing management, re-balancing, and reporting.
Advisor-Managed Investing offers personalized guidance and professionally built investment strategies without the full complexity of Private Wealth. You work directly with a dedicated Mainstreet and Aviso Wealth advisor who helps you define your goals, recommends a diversified portfolio, and provides ongoing support as your needs evolve.
Qtrade Guided Portfolios provide a professionally managed portfolio that’s matched to your goals and risk level, but with a more streamlined, digital experience. It’s a hands-off approach, but without the broader planning elements included in Private Wealth.
Qtrade Direct Investing is the most self-directed option. It’s suited for members who prefer to make their own investment decisions, place their own trades, and manage their own portfolio using online tools and research.
Mutual funds and other securities are offered through Aviso Wealth. Online brokerage services are offered through Qtrade Direct Investing. Aviso Wealth, Qtrade Direct Investing, and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.
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.
