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We have the tools and expertise to guide you through your investment journey, from the beginning stages right to the golden years. Together, let’s secure your financial future!
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Ask the Expert
November is Financial Literacy Month which is the perfect opportunity to take stock of our personal finances, identify areas of improvement and make changes, one step at a time. Much like building muscle in the gym, developing financial literacy takes commitment, patience and trusted advice. We know important financial decisions are made each and every day, but it might not be very often that you sit back and reflect on financial goals. Watch Affinity Wealth Specialist Shane Menzies as he sits down with Mike Ciona to bust common financial myths and empower you with smart money insights for Financial Literacy Month!
Two of our Affinity Wealth Management experts took to the airwaves this month to share some of their top tips on the Ask the Expert Segment. Shane Menzies and Janna Larochelle joined Craig Silliphant on CKOM and CJME to talk everything from financial literacy basics to getting started with investing.
Listen now!
Investing Basics with Janna LaRochelle
Financial Literacy Basics with Shane Menzies
Healthy Financial Habits with Janna LaRochelle
Financial Literacy Month with Shane Menzies
Not sure where to start?
Sometimes it can help to think about where you're at in your life with investing.
Getting Started
We’re here every step of the way to help guide you through the beginning stages of your wealth journey.
Levelling Up
Our ongoing knowledge provides you with support as you continue to work towards your financial goals.
Winding Down
We deliver expert advice to help you navigate complex finances, as you head into your retirement years.
Professional Advice
Our team of wealth experts are here to help find the best investing path for you. Whether you prefer in person, over the phone or a video call, we’re ready to meet with you to develop a unique plan that’s best suited to you.
Financial Planning
Your financial plan outlines what’s important to you, what you want to achieve and how you’re going to do it.
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Tax Planning
Curious about ways to reduce your taxes? Our advisors are armed with the best strategies.
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Investing
You work hard for your money, but is your money working hard for you? We want to make sure it is!
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Retirement Planning
We’re here to help turn your wealth into a steady, reliable income stream in your retirement years.
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Estate Planning
Leave a legacy that takes care of your family and the things you value the most.
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Business and Farm Succession
You’ve worked hard to make your business successful. Let's develop a plan for a smooth and seamless transition.
Learn MoreWhy Affinity?
You’ve got goals and dreams. Saving for the future? How about your first home or your child’s education? Maybe you’re getting set to retire? Whatever the reason, there isn’t a one-size-fits-all solution to your investment goals.
That’s where we come in! No matter how big or small your goal is, we’re here to help develop a personalized plan, put it into action and get you where you want to be. After all, achieving your financial goals is about more than making money.
Let Affinity invest our experience and knowledge to help you map out a financial plan, so you can focus on making your dreams come true.
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Online Investing
If convenience and technology are your thing, you’ll love our two online investing options. The best part is you can manage everything right from your phone!
If you’re after some help on your investing journey, Qtrade Guided Portfolios® will build and manage a custom portfolio just for you.
If you’re more of a DIY investor looking to take control of your investments, Qtrade Direct Investing® will give you full control of your investments. Plus, for a limited time, use the promo code QTRADE2025 to earn 5% cash back on every dollar you invest.*
No matter if you’re just starting out or already at expert level, we’ve got your online investing needs covered.
Learn MoreReady to get started?
Check out our starter guide or set up an appointment with an advisor today!
** Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.