Invest with a Synergy Expert

You can invest your way with us. Whether you like to do it yourself, prefer automated guidance or lean towards human advice, we provide an option that’s right for you.

  • If you prefer to directly manage and control your investments, we provide access to Qtrade Investor.
  • If you are comfortable with robo-advice, VirtualWealth® could be your answer. It’s simple to access and will automatically rebalance your portfolio.
  • If you are looking for tailored advice and personal service, our local experts are ready to help create a plan that works for you. 

Invest with confidence. Invest with a local expert. Invest with Synergy.

3 ways to invest with Synergy:


Online Investing with Qtrade Investor

Empowering you reach your investment goals:
  • Directly manage and control your investments
  • Low fee structure
  • Learn more

Digital Advice from VirtualWealth

Online investing with a professionally managed, low-cost portfolio:
  • Simple to access
  • Automatically rebalances your portfolios
  • Learn more

    Invest with an Expert

    Synergy's Local Experts

    You're and expert at what you do. And so are we. When it comes to investing your money, it's always smart to talk to an expert. We're ready to help. Meet our experts:

    Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. 
    VirtualWealth is a trade name of Credential Qtrade Securities Inc.
    Investing and Savings rates

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    Tools & Calculators