Synergy Credit Union page loader

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.

Cartoon person in front of a desk with a speech bubble with a dollar sign in it
Wealth Management
From budgeting to investing, we’ve got the tools and expertise you need to make your money work for you.
Cartoon laptop with a chart on the screen
Qtrade Online Investing
If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.
Cartoon robot
VirtualWealth®
If you prefer digital solutions you can do from anywhere, you’ll love the VirtualWealth option we offer in partnership with Aviso Wealth.
Benefits of connecting with an expert

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

Whether you’re a seasoned investor or just getting started on your wealth-building journey, we’ve got people and products to help you achieve your personal financial goals. We take the time to understand who you are and what you want to achieve and then put together a plan that fits.

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

Value of a Financial Coach
Your coach becomes an integral part of getting to where you want to be by not only helping you chart the course, but by also holding you accountable.


Qtrade Online Investing

We've partnered with Qtrade Investor to provide you with online investing from one of Canada's best online brokers.

Exceptional value
$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.

Outstanding service
Prompt, friendly service is part of the Qtrade experience. Get the right answers and solutions, right away. Knowledgeable investment representatives are ready to help you open a new account, transfer funds, or place a trade.

Accounts you need
Non-registered and registered accounts, including cash, margin, RSP, TFSA, RESP, RIF, and more.

Investment choices
Build a diversified portfolio from a wide range of investments including stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs.

Planning and research tools
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.

Convenient access
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®

Just answer a few questions online to generate a low-cost portfolio matched to your goals and investing style. All you have to do from there is open your account and VirtualWealth does the rest.

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
Your portfolio will diversify your investments across geographies, sectors and industries, including Responsible Investing (RI) screened for environmental, social and governance (ESG) performance. The entire process is 100% paperless, secure and designed to make investing as efficient and affordable as possible.

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.

Take the Education Assessment

Education is one of the best investments you can make for your child's future. Knowing the cost and how you will cover it is important as well. This simple tool explains how much you need to save.

Take the Major Purchase Assessment

Thinking about making a major purchase? Want to ensure you're prepared financially to move forward with your decision?
This website uses cookies to improve your experience on our website. By continuing to browse the site you are agreeing to our use of cookies.