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Please visit your local branch or call us at 1.866.923.4778 if you have questions or need help.

Make your money work for you.

Qtrade Direct Investing

Rated Canada's #1 online broker.

Are you a do-it-yourself investor? Confidently buy and sell stocks, bonds, ETFs and mutual funds with low trading fees with Qtrade Direct Investing.

Learn more ➜Talk to us

What's up with Interest Rates?

Rates have been up and down.

The Bank of Canada started lowering their rates, so what might this mean for your own bottom line? We've got you covered with this blog post.

Read more ➜Talk to us

Products and services for your financial goals

Grow

When you invest money, it gives you more money in return. We have many investment opportunites to suit your unique goals.

Talk to us ➜

Preserve

You’ve worked hard to successfully grow your wealth, now it's time to preserve it and feel secure about your future.

Talk to us ➜

Provide

Let us help equip you for the road ahead, bringing you both clarity and peace of mind knowing your family's future is more secure.

Talk to us ➜

Protect

Ensure financial security and the well-being of your loved ones by talking to one of our Wealth Advisors about life insurance.

Talk to us ➜

Some skills to help you reach your goals.


Bull vs Bear Market

We provide an overview between a bull market and bear market and what the bear market means for us right now.
Read More

Term Deposits and GICs

A guide to understanding Term Deposits / GICs and how they compare to other types of investments.
Read More

Determining your TFSA limits.

Take maximum advantage of tax‐sheltered growth potential, and also help you avoid over‐contribution penalties.
Read More

RRSP basics — the ABCs of RRSPs.

An RRSP is a special kind of investment account designed to help you save for retirement.
Read More

Investment choices: definitions.

A quick overview of the securities you can choose for your Qtrade Direct Investing account.
Read more

Meet the team at connectFirst Wealth.

Adam Harvey*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Ben Vandervies, MSc.*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Dixit Bajaj*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Elena Pencheva*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Jamie Hauck*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Nabila Mirza*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Natascha Haas*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Oge Anu B.Sc.,RRC/CR®

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Olena Rassokha

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Sajan Kunnambath*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Saqib Khan*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Stuart Lawson*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Terry Campbell*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Travis Devenney*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Vaishali Dubal* MSc, CFP

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Viktoriia Rassokha*

Wealth Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Amie Uitvlugt

Wealth Protection Specialist
connectFirst Wealth
Mutual Funds Representative
Aviso Wealth

Bree Wirth

Insurance Specialist
connectFirst Wealth

Chris Hareuther

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Christina Carter

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Corinne Lutz

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Dan Galvin

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Derek Ryckman

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Felipe Scatolin

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Gord Buehler

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Larysa Troyanovska*


Registered Representative
Aviso Wealth

Nathan Amor

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Susanne McDuff

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Verginia Ghobrial-Said

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Warren Nielsen

Private Wealth Advisor
connectFirst Wealth
Registered Representative
Aviso Wealth

Connect First Wealth Ltd. is a wholly owned subsidiary of Connect First and Servus 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 and Servus Credit Union Ltd.

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.

*I am not licensed to offer or sell life insurance products and services through Connect First Wealth.
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