Managing your wealth is about more than parking your money and reading investment statements. Even if you’ve built a substantial portfolio, it’s a good idea to monitor and evaluate your investments, insurance and estate planning needs on a regular basis. Make your money work for you – we can help.

Request information
Make an appointment

Financial solutions just for you

• Seek investment advice to manage your wealth
• Open a Tax-Free Savings Account to supplement your savings
• Get full service brokerage support from Credential Securities Inc.
• Manage your wealth online with Credential Direct
• Get life insurance to protect your family
• Consider illness and disability insurance to protect your lifestyle
• Develop an estate plan

Wealth management

• When to TFSA vs. RRSP
• Planning for Your Retirement
• RRSPs explained
• RRSPs and TFSAs
• About spousal RRSPs
• Five RRSP tips
• Retire separately, plan together
• What to do when retirement chooses me
• What's my pension plan worth?
• When should I convert my RRSP to an RRIF?
• What to consider before moving
• How will the next generation handle finances
• Inflation is inevitable, so prepare now
• Smart moves for RRSPs
• Ten common RRSP mistakes
• Golden rules for investment planning

Preparing for the unexpected

• Estate Planning Guide
• What's involved in estate planning?
• Why do I need a will?
• Creating my will
• When should I update my will?
• Personal directives - An introduction
• Power of attorney - An introduction
• Power of attorney - Choosing my attorney

Safeguarding my finances

• Financial abuse: What seniors need to know

Calculators

• Net Worth

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

• Investor Profile Questionnaire

The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.

• Investment Goal Calculator

Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.

• Life Insurance

How much life insurance do you really need? Find out here!

• Savings, Taxes and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

• TFSA vs RRSP Calculator

This calculator is designed to help compare a tax-free savings account (TFSA) to a registered retirement savings plan (RRSP) and an ordinary taxable savings account.

• Taxable vs. Tax Advantaged Investments

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.