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Save and invest

We have the tools, information and advice you need to achieve the bright financial future you've always dreamed of.

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Watch for our special promotions to help you build your savings

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Reduce your tax bill with these savings plans

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You won't need much to purchase your first mutual fund

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We can help you decide what's best for your portfolio

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Free up time with a managed portfolio

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Invest with an impact

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Lower your costs and maximize your returns

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See all our competitive rates

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Investments with a safety net

Want to meet in person?

Let's talk about how you can achieve your financial goals.

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OnPoint Fee-Based Accounts are offered by Credential Asset Management Inc. and Credential Securities. OnPoint Managed Portfolios are distributed by Credential Securities. 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.

Smart Money Calculators

Calculate how much you need to save to meet your goals.
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Smart Money Brochures

Are you planning for retirement? Read about the advantages of investing through registered products like TFSAs and RRSPs.
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