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Personal Wealth

  1. WEALTH
  2. Personal Wealth
Your definition of wealth is unique, so how you plan to achieve it should be too. This is why we offer multiple ways to help you understand your money and reach your goals. Our highly skilled financial advisors can help you build and sustain a plan customized to you.
Wealth Management

Money flows through every aspect of your life, so learning how to manage it is essential to your success. To help you achieve this success, we offer free access to financial experts who look beyond your numbers and empower you to make decisions that align with what matters to you most. Whether you’re a seasoned investor or just getting started on your wealth-building journey, we offer one of the widest range of investment options in the industry and have the people and products to help you grow. They are on site to help you with:

  • Investment planning
  • Retirement planning
  • Education planning
  • Tax planning
  • Estate planning
What is wealth management?
The reality is ‘wealth management’ isn’t only for the wealthiest people who have vast fortunes to pour into investing.
READ MORE
Estate Planning
Your estate is everything you own today - your car, home, savings, investments, life insurance and even your personal possessions. So no matter where you may be on your financial journey, you have an estate that needs protecting. There are four main elements of estate planning:
  • Will
  • Power of Attorney
  • Distributing your estate
  • Planning how you want things handled in the event of the unexpected assures you that your wishes will be carried out with the least amount paid in legal fees and taxes for both you and your heirs

Estate Planning 101
We understand that no one looks forward to planning their estate. We also know how important it is to you and your family that it's done right.
READ MORE
Your Financial Challenges, Our Expertise
As more Canadians succumb to debt-related financial stress, advisors have an increasingly crucial role to play by focusing on financial fundamentals.
That’s the word from Danielle Hollingshead, Wealth Services Supervisor at Synergy Credit Union, who’s seeing the impact of rising rates trickle down to an increasing number of clients in real time.
READ MORE

How do you want to Grow  your money?

If you prefer a self-serve approach, we also offer simple and secure online trading and virtual investing services. It’s not about how much you have, either. At Synergy, it’s all about you and how you want to grow your money.
Wealth Management
From budgeting to investing, we’ve got the tools and expertise you need to make your money work for you.
Learn more
Qtrade Direct Investing®
If you prefer to self-manage your investments, Qtrade Direct Investing empowers you to reach your investment goals.
Learn more
Qtrade Guided Portfolios®

Combines the convenience of online investing with the expertise of professional investment advice.

Learn more

Wealth Management

Whether you're an experienced investor or just embarking on your wealth-building journey, we're here to support you in achieving your financial goals. At Synergy, we prioritize understanding your unique needs and aspirations before crafting personalized plans to help you succeed.
Through our partnership with Aviso Wealth, a cooperative system-owned wealth management organization, we offer a wide range of investment options tailored to your requirements. Our dedicated local experts, licensed either through Aviso Wealth or Aviso Insurance Inc., are available to assist you with:
    • Investment planning
    • Retirement planning
    • Education planning
    • Tax planning
    • Estate planning


Qtrade Direct Investing®

Write your own future.

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

We’ve partnered with Qtrade Direct Investing to give you the confidence to buy and sell stocks, bonds, exchange traded funds (ETFs), and mutual funds - with low trading fees.

  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada's #1 online investing platform.
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry's most advanced risk analysis and portfolio-building technology.
  • Move Forward with Canada's best online trading support. You can on Qtrade.

The key to investing confidence is in your hands. Qtrade can help work toward your financial goals today. Open an account.

Not ready to commit? Take Qtrade for a spin with a 30-day free trial account.


Qtrade Guided Portfolios®

A partner that puts hands-off investing in good hands.

  • The power of Synergy Credit Union with Aviso Wealth gives you access to Qtrade Guided Portfolios.
    • Create tailor-made portfolios with the benefits of professional management and none of the maintenance with this automated solution investing tool.
  • Fully diversified.
    • Through a simple questionnaire, Qtrade Guided Portfolios builds you a diversified investment portfolio from a carefully selected mix of global stocks, bonds, and lowcost funds.
  • Fully automated.
    • An online investing solution that is fully automated, so you don’t have to monitor or manage your portfolio, allowing you to invest your money, not your time.
  • Backed by pros.
    • With continuous oversight and regular rebalancing from our team of experts, your portfolio is prepared to react to market shifts.


Relocating in Retirement

Are you ready to embark on the exciting path of changing where you live in retirement?

Whether you're looking to buy, sell, or rent, we're here to guide you through every step of the way, ensuring your financial peace of mind.

  • Discover how your new property choice can positively impact your cash flow.
  • Identify any additional assets that might be necessary to fulfill your retirement dreams.
  • Customize your estate plan to perfectly fit this new chapter of your life.
  • Create a tailored cash flow roadmap to align with your financial needs.
  • Choose the ideal accounts and investments to maximize your benefits.
  • Explore strategies to minimize probate-related concerns and ensure a smooth transition.

We understand that your unique situation requires a personalized approach. Together, we'll thoroughly assess your assets, savings objectives, and current financial situation. Our goal is to provide you with a well-informed decision-making process and enhance your strategy to make your retirement dreams a reality.

Take the first step towards a stress-free retirement transition. Let's start a conversation about your financial future today. Your peace of mind is our commitment to you.


Emily Meyer, B.Comm, CFP®, RIS
Senior Wealth Advisor | Aviso Wealth
Insurance Representative | Aviso Insurance Inc.
P: 306-463-5656 | E: Emily.Meyer@synergycu.ca

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
®CFP is a certification trademark owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Book an appointment with Emily

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