This site uses third party services that need your consent.
We’ve updated our website! You’ll notice a fresh new look as we’ve made improvements to enhance your experience. As we complete the transition, some areas may continue to settle in, but everything you’re looking for is still here.
Planning your future,
protecting your legacy
Dedicated wealth advisors for members with complex
financial needs and significant assets.
GIC Specials
3.60% 18-month
3.65% 30-month
Kickstart your next short-term savings goal.
Offers end May 31, 2026.
Private Wealth Management at Mainstreet, in partnership with Aviso Wealth, offers access to professionally managed portfolios. This means your trusted advisor handles all day-to-day account activity, while professional, pension-caliber portfolio managers oversee portfolio construction, ongoing management, rebalancing, and reporting.
Our Senior Mainstreet and Aviso Wealth advisors work closely with members who have significant investable assets to deliver comprehensive financial planning. This includes customized strategies for lifetime planning, wealth accumulation and preservation, tax and estate planning, and succession planning; all designed to help you meet and exceed your financial goals.
Lifetime planning accounts for everyday management of your cashflow to optimize tax outcomes, prepare for the unexpected and reach your retirement goals. Your advisor will work alongside both our internal and your external specialists, including lawyers and accountants, to ensure a seamless process in aligning and achieving your goals.
Simply put, our goal is to grow your capital.
This means that our customized investment strategies through Aviso Wealth work to maximize the money put in by choosing the right portfolios (such as stocks, bonds, pooled funds, and ETF’s) to balance risk and return and help reduce the tax burden. Our regular reviews then assess performance and any changes to your financial situation to manage your current and future capital accordingly.
Estate planning ensures that your personal assets are handled accordingly for future events. The goal is to alleviate as much exposure to taxes, liability, and probate as possible to protect and share what you’ve built.
For business owners, planning for what comes next is just as important as managing today. Succession planning provides a clear roadmap for leadership transition, including safeguarding your company’s values, relationships, and team while setting the stage for long-term success.
Discover how private wealth management can elevate and protect your financial future.
Full Discretionary Management - Through the Aviso Managed Assets Program, Your portfolio is overseen by dedicated professionals who handle every day-to-day decision for you, ensuring your strategy stays aligned with your long-term vision.
Integrated, Multi-Layered Planning - Private Wealth, in partnership with Aviso Wealth, combines investment management with tax planning, estate considerations, cash-flow strategies, and business succession, all working together in one cohesive plan.
Access to Institutional-Level Expertise - Your wealth benefits from the same disciplined approach used by pension funds and institutional investors, with portfolios built and monitored by experienced managers.
Dedicated Advisory Relationship - You work closely with a Mainstreet and Aviso Wealth advisor who understands your goals, coordinates with specialists, and ensures your entire financial picture remains synchronized as life evolves.
Support for Complex Needs - From intergenerational wealth transfer to business transitions, in partnership with Aviso Wealth, Private Wealth provides guidance tailored to the unique financial decisions that come with significant assets.
A dedicated team of experienced professionals committed to guiding, protecting, and elevating your long-term financial strategy.
Learn more about Private Wealth.
The Aviso Managed Assets Program is best suited for individuals with $250,000 or more available to invest. If you aren’t ready for private wealth yet, you may be interested in Advisor-Managed Investing, Qtrade Guided Portfolios or Qtrade Direct Investing options.
Private Wealth offers the highest level of personalized service. it is designed for members with more complex financial needs or significant investable assets. With Private Wealth, your senior Mainstreet and Aviso Wealth advisor handles day-to-day account related activities and financial planning, while professional pension-caliber investment managers perform your portfolio construction, ongoing management, re-balancing, and reporting.
Advisor-Managed Investing offers personalized guidance and professionally built investment strategies without the full complexity of Private Wealth. You work directly with a dedicated Mainstreet and Aviso Wealth advisor who helps you define your goals, recommends a diversified portfolio, and provides ongoing support as your needs evolve.
Qtrade Guided Portfolios provide a professionally managed portfolio that’s matched to your goals and risk level, but with a more streamlined, digital experience. It’s a hands-off approach, but without the broader planning elements included in Private Wealth.
Qtrade Direct Investing is the most self-directed option. It’s suited for members who prefer to make their own investment decisions, place their own trades, and manage their own portfolio using online tools and research.
Mutual funds and other securities are offered through Aviso Wealth. Online brokerage services are offered through Qtrade Direct Investing. Aviso Wealth, Qtrade Direct Investing, and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.
The Aviso Managed Assets Program is offered by Aviso Financial Inc. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
