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Personal 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.
Wealth Management

Money flows through every aspect of your life, so learning how to manage it is essential to your success. To help you achieve this success, we offer free access to financial experts who look beyond your numbers and empower you to make decisions that align with what matters to you most. Whether you’re a seasoned investor or just getting started on your wealth-building journey, we offer one of the widest range of investment options in the industry and have the people and products to help you grow. They are on site to help you with:

  • Investment planning
  • Retirement planning
  • Education planning
  • Tax planning
  • Estate planning
What is wealth management?
The reality is ‘wealth management’ isn’t only for the wealthiest people who have vast fortunes to pour into investing.
Estate Planning
Your estate is everything you own today - your car, home, savings, investments, life insurance and even your personal possessions. So no matter where you may be on your financial journey, you have an estate that needs protecting. There are four main elements of estate planning:

  • Will
  • Power of Attorney
  • Distributing your estate
  • Planning how you want things handled in the event of the unexpected assures you that your wishes will be carried out with the least amount paid in legal fees and taxes for both you and your heirs

Estate Planning 101
We understand that no one looks forward to planning their estate. We also know how important it is to you and your family that it's done right.
Your Financial Challenges, Our Expertise
As more Canadians succumb to debt-related financial stress, advisors have an increasingly crucial role to play by focusing on financial fundamentals.
That’s the word from Danielle Hollingshead, Wealth Services Supervisor at Synergy Credit Union, who’s seeing the impact of rising rates trickle down to an increasing number of clients in real time.

How do you want to Grow  your money?

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
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.
Qtrade Guided Portfolios®

Combines the convenience of online investing with the expertise of professional investment advice.

Wealth Management

Whether you're an experienced investor or just embarking on your wealth-building journey, we're here to support you in achieving your financial goals. At Synergy, we prioritize understanding your unique needs and aspirations before crafting personalized plans to help you succeed.
Through our partnership with Aviso Wealth, a cooperative system-owned wealth management organization, we offer a wide range of investment options tailored to your requirements. Dedicated local experts, registered either through Aviso Wealth or Aviso Insurance Inc., are available to assist you with:
    • Investment planning
    • Retirement planning
    • Education planning
    • Tax planning
    • Estate planning

Qtrade Direct Investing®

Write your own future.

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing to give you the confidence to buy and sell stocks, bonds, exchange traded funds (ETFs), and mutual funds - with low trading fees.

  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada's #1 online investing platform.
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry's most advanced risk analysis and portfolio-building technology.
  • Move Forward with Canada's best online trading support. You can on Qtrade.

The key to investing confidence is in your hands. Qtrade can help work toward your financial goals today. Open an account.

Not ready to commit? Take Qtrade for a spin with a 30-day free trial account.

Qtrade Guided Portfolios®

A partner that puts hands-off investing in good hands.

  • The power of Synergy Credit Union with Aviso Wealth gives you access to Qtrade Guided Portfolios.
    • Create tailor-made portfolios with the benefits of professional management and none of the maintenance with this automated solution investing tool.
  • Fully diversified.
    • Through a simple questionnaire, Qtrade Guided Portfolios builds you a diversified investment portfolio from a carefully selected mix of global stocks, bonds, and lowcost funds.
  • Fully automated.
    • An online investing solution that is fully automated, so you don’t have to monitor or manage your portfolio, allowing you to invest your money, not your time.
  • Backed by pros.
    • With continuous oversight and regular rebalancing from our team of experts, your portfolio is prepared to react to market shifts.

Wealth Advice Series: Unlocking the Secrets of Wealth

Welcome to our Wealth Advice Series, where financial empowerment is just a click away. Whether you’re starting your journey towards financial freedom or looking to optimize your wealth strategy, our series is tailored to guide you every step of the way.
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