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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 provide access to 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
From budgeting to investing, we’ve got the tools and expertise you need to make your money work for you.
Qtrade Direct Investing™
If you prefer to self-manage your investments, Qtrade Direct Investing empowers you to reach your investment goals.
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 Inc., 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 Direct Investing™

Interested in online investing but not sure where to start?

See just how easy it can be to start investing with Qtrade. Open an account and before you know it you'll be buying and selling stocks, and using Qtrade's resources and tools to make better investment decisions.

    • Qtrade's Portfolio Creator can create a list of ETFs tailored to your investment style.
    • Follow your investments with real time dashboards and help manage your risk with tools that help you make better decisions.

When it comes to online trading, get the confidence that comes from having everything at your fingertips, twenty-four seven. You'll never worry about missing out.


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?
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