Advisor services

Guidance that grows with you.

Invest with us

We’ll meet you where you are.

Choose an appointment type that best matches your life goals and investment needs.

Starting to invest

If you’re at your first job, just married, starting a family, or growing your savings.
Ideal for holistic planning or new investors
  • Get simple and introductory financial advice and investment planning needs
  • Invest with mutual funds* and term deposits, with a focus on socially responsible investments
  • Receive long-term needs analysis as your life changes
Book an appointment

Already saving

If you’re growing your family, nearing retirement, or just looking for a second opinion on your portfolio.
Ideal for $100,000 to $350,000
  • Get personalized planning for life’s events with a focus on long-term results
  • Invest with a wider selection of mutual funds,* low-cost ETFs,* tax-advantaged options, fixed-income instruments and other investment types
Book an appointment

Complex goals

If you need help managing large assets, planning for retirement, or protecting your legacy.
Ideal for $350,000 and up
  • Tap into advanced wealth management strategies to grow and minimize tax liabilities
  • Access a full range of tailored planning services, investment tools, and solutions
  • Access actively managed pooled funds* that offer unique pricing and diversification benefits
Book an appointment

For portfolios over $500,000.

Enhance your individual, family, or institutional portfolio over $500,000 with the help of Vancity Investment Management. Our portfolio managers are certified to invest on your behalf to: 

  • Create a tailored, professionally managed portfolio with access to a full range of investment products, including actively managed pooled funds that offer unique pricing and diversification benefits
  • Make day-to-day investment decisions, including analyzing, researching, selecting, buying, and selling high-quality securities
Connect with a portfolio manager

Why choose Vancity.

Full suite of services 

We offer advisor services for all life-stages, income levels, and investment styles. Whether you just want an expert to supplement your digital portfolio or have us take the lead, it’s up to you.

Advice over sales

We’re about sharing financial knowledge. Our pros aren’t pressured to sell you anything, so they have time to give you the tools to make empowered decisions.

Keep you on track

You’ll have a personal wealth professional available to review your portfolio with you on a regular basis.

What to expect when you meet us.

1

We’ll teach you all the tricks

You’ll receive customized financial and investment advice and become familiar with terms like TFSA, RRSP, and mutual funds.*

2

We’ll talk about your hopes and dreams

Bring us your goals. What’s the most important to you today and for the future? We’ll help you get there with a personalized action plan.

Book a call
*

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.