Special Offers
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Get a $25 gift card when you complete a goal planning session
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Terms & Conditions
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Get up to $700 cash back when you start investing with Mainstreet
Book Now
Terms & Conditions

Goal Planning Session Offer Details

To receive the Goals Planning Session Offer, you satisfy the following criteria:

  1. You must be the age of majority, and you must be a resident of Ontario.
  2. You must meet in person or virtually with one of CAM or CS Wealth Advisors to do a comprehensive review of your financial goals and develop an investment plan to achieve those goals

New Investor Offer Details

To be eligible for the Investment Bonus Offer, you must satisfy the following criteria:

  1. You must qualify for the Goals Planning Session Offer
  2. You must deposit funds* to a Mainstreet and/or CAM and/or CS Investment Account prior to the end of the Promotion Period. *see qualification matrix below for source and Investment Account qualification criteria.

*Cash bonus offer tiers

Investment Amount Cash Back/Bonus
$5,000-$24,999 $100
$25,000-$99,999 $200
$100,000-$249,999 $300
$250,000-$249,999 $400
$300,000 $600

*Qualification matrix

Origination of Funds Investment Account
Mainstreet Chequing/Savings Mainstreet Term
Deposit
Credential Asset Management or Credential Securities
Mainstreet Chequing/Savings Does Not Qualify Does Not Qualify Qualifies
Mainstreet Term Deposit Does Not Qualify Does Not Qualify Does Not Qualify
Other Financial Institution Does Not Qualify Qualifies Qualifies

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?

1

What Are Your Financial Goals?

What's your next big financial goal? Have more than one? We can use these goals to develop tailored investment strategies to help you reach them. Don’t have any goals yet? That's okay too! We can work together to figure these out.
2

Book Your Appointment

We have professionally certified Wealth Advisors across all our regions, available for appointments in-branch, online or over the phone.
3

What You Should Bring

For the most in-depth experience, we suggest bringing and/or making note of the following:
  • 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

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Advisor-Managed Investing

Mainstreet's team of professional Wealth Management Advisors take the time to listen to your needs, create a customized financial plan and develop investment strategies tailored to you. With on-going optimization, reporting, and opportunity development, our team ensures you're set up to reach your financial goals.
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Private Wealth

Does your net worth transcend traditional investing strategies? Mainstreet, along with our partner investment firms, provide those with significant investible wealth the more detailed financial plans and complex investment strategies they need for a diverse, cost-effective, and actively managed portfolio.
Learn more
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Qtrade Guided Portfolios

Our partner, Qtrade Guided PortfoliosTM, is a fully automated service that makes your investment decisions for you. Fill out your questionnaire and receive a professionally managed portfolio that meets your financial needs.
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Qtrade Direct Investing

Our partner, Qtrade Direct InvestingTM, is a reliable online brokerage platform that allows you to easily make, follow and manage your investments in one spot. With help from their cutting-edge research, analyst ratings and recommendations, you can make investments that work for you.
Learn more

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.

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