YOUR WAY TO WEALTH
Your definition of wealth is unique, so how you plan to achieve it should be too. This is why we offer multiple ways to help you understand your money and reach your goals. Our highly skilled financial advisors can help you build and sustain a plan customized to you. If you prefer a self-serve approach, we also offer simple and secure online trading and virtual investing services. It’s not about how much you have, either. At Synergy, it’s all about you and how you want to grow your money.

Wealth Management

Qtrade Online Investing

VirtualWealth®
Synergy experts live and work here.
They understand your challenges and opportunities.
Our experts have the skills and training to tailor innovative solutions to your unique financial needs.
Wealth Management
Wealth Management
We offer investment options that can be tailored to meet your needs. This robust service is possible because of our partnership with Aviso Wealth, a cooperative system-owned wealth management organization. Our talented local experts are mutual fund licensed through Credential Asset Management Inc. or full securities licensed through Credential Securities. They are on site to help you with:
-
- investment planning
- retirement planning
- education planning
- tax planning
- estate planning
Qtrade Online Investing
Qtrade Online Investing
$8.75 stock trades for everyone, regardless of your account value, and $6.95 stock trades for more active traders. Plus, choose from 100 free Exchange-Traded Funds (ETFs) and trade mutual funds commission free.
Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.
Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.
In-depth research and powerful tools to help you set goals, find and evaluate investing ideas, and review your portfolio. Qtrade gives you all the essentials, plus plenty of extras, including real-time quotes, analysts’ recommendations, market news, investment screening tools, model portfolios, technical data, and much more.
Stay connected to the markets, wherever, whenever. Invest, monitor your portfolio positions and access market information online, with Qtrade Mobile for iPhone, iPad, and Android. Award-winning trading experience Qtrade Investor’s easy-to-use and comprehensive trading platform have consistently been rated among Canada’s best by independent reviewers, including The Globe and Mail, MoneySense, and Surviscor.
VirtualWealth®
VirtualWealth®
If you’re not sure about working with a 'Roboadvisor', not to worry. While VirtualWealth leverages the very best in financial technology to make the process seamless for you, there are real experts behind the scenes. They’re experienced portfolio managers, registered representatives and technology specialists who will:
-
- continuously monitor your performance and rebalance your portfolio
- keep you on track towards your financial goals
- grow your wealth while you get on with your life
Are you ready to retire?
Retirement means different things to different people. No matter how you envision your retirement, the best way to make it a reality is to develop a plan and get the support you need to stick to it.