Wealth management is the opportunity to reach your financial goals by managing your money through investing.
Whether it be a long, medium, or short-term savings goal you want to achieve, we provide our members with a variety of ways to attain it. We pride ourselves on offering specialized strategies depending on your where you are right now and where you want to be, financially.
How do I open an investment account?
What Are Your Financial Goals?
Book Your Appointment
What You Should Bring
- Any savings/investments
- Your current expenses - both fixed and discretionary
- 3 to 6 months' worth of your chequing account transactions
- Copies of your Notice of Assessment are also helpful
- Any other documents you have pertaining to your personal finances
Ways to Invest
Advisor-Managed Investing
Private Wealth
Qtrade Guided Portfolios®
Qtrade Direct Investing®
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
Investment and Savings Solutions
Frequently Asked Questions
How do I know what type of investment is right for me?
Deciding what type of investment is right for you can seem overwhelming given there are many choices to be made, from investment type and risk level to how much to invest and monitoring. The good news is that you don’t have to do it alone - Mainstreet’s certified wealth advisors spend time understanding your unique financial goals and provide you with personalized recommendations to help you achieve them. Book your meeting today.
Want to do some research beforehand? Take a look at some of the investment accounts we offer and how they can help you reach your financial goals:
Is there a minimum amount I must invest?
Consider this myth, busted! The short answer is: absolutely not. While minimum investment amounts vary depending on the type of investment, at Mainstreet, we have access to a large suite of investment options to ensure you get a portfolio best suited for you.
How do taxes work when you start investing?
Did you know that some investments actually provide great tax advantages?! Registered investment accounts (i.e. RRSP, TFSA, RESP, FHSA, etc.) provide tax advantages on contributions and in some cases, withdrawals, while non-registered investment accounts are taxed differently. Your Mainstreet advisor will provide you with personalized advice on your taxes alongside the tax professional/self-serve options you may use.
What do I need to bring to a financial plan meeting?
During your meeting with a wealth advisor, you will be discussing financial goals and reviewing any existing savings you have personally and through your employer. You will also discuss your current expenses – both fixed and discretionary – so bring along 3 to 6 months' worth of your chequing account transactions and regular monthly bills. Copies of your Notice of Assessment will also be helpful, and any other documents you have pertaining to your personal financial picture.
Why should I complete an investment review?
Regular investment reviews with your advisor help ensure your portfolio aligns with your goals and allows for adjustments based on changes in your financial situation or market conditions. Though most commonly done on an annual basis, investment reviews can be scheduled for intervals of your choosing. Together, we can ensure your investments are working for today, tomorrow and the future.
