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QTRADE INVESTOR
VIRTUAL WEALTH®
LIFE INSURANCE
REGISTERED DISABILITY SAVINGS PLAN (RDSP) FIND A WEALTH EXPERT
NEWS


PLAN FOR TOMORROW'S DREAMS.

Make a plan for a bright financial future with Connect First Wealth. Our teams will help you plan, manage, and build your financial security.

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.

We take great care in providing investment advice tailored to your unique needs and financial goals. We start by establishing your needs and financial goals. With a solid plan in place, we work with you to identify the products and strategies that will help you achieve them.

With comprehensive array of investing options, our expert advisory team is here to help you build a flexible plan and provide you with the support you need to make investment decisions with confidence.


TALK TO US


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Sailing smoothly through retirement takes proper planning and preparation. We help our members assess their retirement needs and design a plan that meets their financial and personal goals. We also offer investment options that will work hard for you so you can get on with the real business of life . . . living it. Planning for retirement is a life-long process for most of us. We work hard, make contributions to pension plans and other investments that will secure a future when working is no longer desired or possible. Connect First Wealth can help you to make sense of your pension contributions, how much you can expect to receive and how to maximize every possible benefit to your advantage.


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At Connect First Wealth, we recognize that there may be times when you need help making the most of your investments. That's why we offer specialized consultations to meet your specific needs. We work with our members to identify goals and values, assess risk tolerance, allocate assets and select the best investments. We recognize that life changes, as do markets, and so we monitor your portfolio to ensure that it reflects your goals and needs. If a son inherited the family business, what does the daughter get of equal value? Consider the same scenario involving a family heirloom. This type of situation is not uncommon and can be very agonizing to families settling estates. Connect First Wealth offers an approach to inheritance equalization that helps our members effectively deal with difficult bequest issues. We design investment strategies to help members whose assets may be difficult to assess for value and cannot be divided into equal shares.







The Legal Stuff:

Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc. VirtualWealth is powered by Aviso Wealth, a national financial services company that oversees more than $55 billion in assets under administration and management. Aviso includes Qtrade Investor, Canada's top-ranked online brokerage, and NEI Investments, Canada's leading manager of Responsible Investments. Aviso is owned by the provincial credit union Centrals, CUMIS and Desjardins. Connect First Wealth offers life insurance through an insurance agency licensed with the Alberta Insurance Council. Mutual Funds and securities related financial planning services are also offered through Credential Asset Management Inc., Member MFDA. 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. The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you. Legal Terms of Use apply.