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Your Way to 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. If you prefer a self-serve approach, we provide access to 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.

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Wealth Management
From budgeting to investing, we’ve got the tools and expertise you need to make your money work for you.
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Qtrade Direct Investing™
If you prefer to self-manage your investments, Qtrade Direct Investing empowers you to reach your investment goals.
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VirtualWealth®
If you prefer digital solutions you can do from anywhere, you’ll love the VirtualWealth option we offer in partnership with Aviso Wealth.
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Benefits of connecting with an expert

Synergy experts live and work here.
They understand your challenges and opportunities.
Our experts have the skills and training to tailor innovative solutions to your unique financial needs.

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Wealth Management

Whether you’re a seasoned investor or just getting started on your wealth-building journey, we’ve got people and products to help you achieve your personal financial goals. We take the time to understand who you are and what you want to achieve and then put together a plan that fits.

We offer investment options that can be tailored to meet your needs. This robust service is possible because of our partnership with Aviso Wealth Inc., a cooperative system-owned wealth management organization. Our talented local experts are mutual fund licensed through Credential Asset Management Inc. or full securities licensed through Credential Securities. They are on site to help you with:

    • investment planning
    • retirement planning
    • education planning
    • tax planning
    • estate planning

Value of a Financial Coach
Your coach becomes an integral part of getting to where you want to be by not only helping you chart the course, but by also holding you accountable.
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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.


    • 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.


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


2,000 good reasons to start investing today.

Wouldn’t it be nice to get a reward for growing your nest egg? With Qtrade Direct Investing™ get up to $2,000 cash when you invest in a new online brokerage account. The more you invest, the more cash back you’ll receive.

To qualify*:

    • Open a new online brokerage account by March 1, 2022
    • Deposit or transfer in a minimum of $15,000 by March 31, 2022
    • Keep the assets in your account until September 30, 2022

Grow your nest egg and get your cash reward. Talk to us today about how you can qualify for the offer or learn more here.

*  Read all the details in the terms and conditions
Qtrade, Qtrade Direct Investing and Write your own future are trade names and/or trademarks of Aviso Wealth. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc.

VirtualWealth®

Just answer a few questions online to generate a low-cost portfolio matched to your goals and investing style. All you have to do from there is open your account and VirtualWealth does the rest.

If you’re not sure about working with a "roboadvisor", not to worry. While VirtualWealth leverages the very best in financial technology to make the process seamless for you, there are real experts behind the scenes. They’re experienced portfolio managers, registered representatives and technology specialists who will:
    • continuously monitor your performance and rebalance your portfolio
    • keep you on track towards your financial goals
    • grow your wealth while you get on with your life
Your portfolio will diversify your investments across geographies, sectors and industries, including Responsible Investing (RI) screened for environmental, social and governance (ESG) performance. The entire process is 100% paperless, secure and designed to make investing as efficient and affordable as possible.


Craft Your Perfect Plan Today

Retirement is the gateway to your ideal lifestyle! Whether it's traveling the world or enjoying peaceful moments at home, make your retirement dreams come true with our comprehensive assessment tool.

START PLANNING NOW

Invest in Your Child's Success

Education is the key to a world of opportunities. Discover the perfect plan to secure your child's educational journey with our simple, yet powerful assessment tool!
GET STARTED

Invest in Your Child's Success

Education is the key to a world of opportunities. Discover the perfect plan to secure your child's educational journey with our simple, yet powerful assessment tool!
GET STARTED

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