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Financial Planning

Insurance, investment, trading services, and guidance to grow, protect and get the most out of your money.
 
 
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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. 

Call Us 1.877.691.5769

 
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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 Qtrade Asset Management.

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 Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.

 
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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

 
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Qtrade Guided PortfoliosTM

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 trade name of Credential Qtrade Securities Inc.

 
Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.

Insurance products are offered through Kootenay Savings MoneyWorks Ltd., a wholly-owned subsidiary of Kootenay Savings Credit Union. Kootenay Savings MoneyWorks Ltd. is a licensed life insurance agency offering financial planning, life insurance and investments. All insurance products are subject to the limitations, terms and conditions in the applicable policy or insurance contract in force at the time of purchase or enrollment and applicable legislation. The products sold through Kootenay Savings MoneyWorks Ltd. are not guaranteed or insured by a deposit insurer.


 

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.

MEET OUR WEALTH ADVISORS

 

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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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