Retirement Planning
Retirement may feel like it’s far off or right around the corner, but one thing is for sure, the best time to start is right now. Start with focusing on your dreams for life after work, and our advisors will work to help you get there. Get in touch with our advisors today.
Mutual Funds
Diversify your portfolio with investments in global markets and a pool of securities managed by an investment expert.
Mutual funds are offered through our partners, Qtrade Direct Investing®, or Aviso Wealth.
CONNECT WITH A WEALTH ADVISOR
Qtrade Direct Investing®
We’re proud to partner with Qtrade Direct Investing to give the power of online investing from one of Canada’s best online brokers. Whether you are new to online investing, or have been trading for a while, Qtrade can help you reach your investment goals.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.
VISIT QTRADE DIRECT INVESTING
Protect What You Love
Protecting your investments is sound advice and an important part of a financial plan. Click the link below to find out more on how to protect yourself.
HOW TO PROTECT YOURSELF
CALL OUR FINANCIAL ADVISORS: 1.877.691.5769
Qtrade Guided Portfolios®
Powered by Aviso Wealth, a national financial services company that oversees more than $55 billion in assets, Qtrade Guided Portfolios is a simple and convenient online investing service that provides you with a professionally managed, and well-diversified portfolio of exchange-traded funds (ETFs) that match your financial goals.
Qtrade Guided Portfolios is a division of Aviso Financial Inc.
VISIT QTRADE
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.
Get in Touch with Our Wealth Advisors
We provide you the tools to plan and grow your money on your own, but even the most savvy investor can use expert insight and guidance to help chart the best possible investment course.
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Join Kootenay Savings Credit Union
Great products, rates and advice to put you on the right track for your future. Plus a financial friend who has your best interest at heart.
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For over five decades it has been an honour to be part of our communities and we’re committed to being here for decades to come. Opening an account? Buying your first home? Saving for retirement? Choose your financial destination, and let’s make sure you take the best route.
Kootenay Savings
