Save and invest

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

Term deposits

Watch for our special promotions to help you build your savings

Registered plans

Reduce your tax bill with these savings plans

Mutual funds

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

Stocks and bonds

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

Fee-based investing

Free up time with a managed portfolio

Responsible investing

Invest with an impact

Low fee investing

Lower your costs and maximize your returns


See all our competitive rates

Want to meet in person?

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

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.

Smart Money Brochures

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