Let’s connect you with someone for an investment, private wealth or life insurance.
Whether you are an individual, couple, independent business owner or farmer – whether you are investing for the first time or a savvy long-term investor, we have the experience and solutions to help you achieve the financial goals that matter to you. Get started by filling out the form, and one of our team members will reach out to you in whatever way works best for you.
Busy schedule? No problem. Book an appointment at a time that works for you and we can connect in person, over the phone, or through a video chat.
*Life Insurance is offered through Connect First Wealth Ltd.. Connect First Wealth Ltd. is a wholly owned subsidiary of Connect First Credit Union Ltd., offering financial planning, life insurance and investments to our members and their communities. Trademark(s) of Connect First Wealth are used under license by Connect First Credit Union Ltd. Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.