What is Wealth Management?
Wealth management is the opportunity to reach your financial goals by managing your money through investing, which might bring you to your next question: What is investing? Investing is when you put money into an asset (there are many different kinds!) and over time, that money grows based on both the rate of return of the asset and compounding interest.
Whether it be a long term 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. When you invest with a Mainstreet advisor, we create your custom financial plan, equipped with the investment solutions that are best suited for you.
Take a look at our wealth management solutions below, including advisor-led investing with a Mainstreet specialist or virtual investing with our partner investing firm.
Ways to Invest
Invest with a Mainstreet Advisor
Invest on your own
Qtrade Guided Portfolios
Qtrade Direct Investing
Investment and savings solutions to help you reach your goals
Ready to start planning? Download & print our Financial Goals Sheet.
How much do you need to save for a comfortable retirement? Or what size mortgage can you afford in order to purchase a new home?
Our calculators can help you work out the details of your financial plan and assist you in reaching your goals.